Filed May 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $144,642 |
Service code 13 · EIN 58-1485803 | Contract Administrator | $29,868 |
STRATEGIC ADVISORS, INC.5 years Service code 28 · EIN 58-2160601 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,215 | $2,679,533-96.3% | $164,813-40.4% | $199,593-50.8% |
| Participation rate | 69.5% | 78.3%-8.8pp | 78.6%-9.1pp | 72.0%-2.5pp |
| Annual return | 14.02% | 17.93%-3.9pp | 69.93%-55.9pp | 34.25%-20.2pp |
| Employer contribution / active EE | $1,179 | $2,970-60.3% | $4,341-72.8% | $3,034-61.1% |
| Participant deferral / active EE | $3,599 | $5,010-28.1% | $6,031-40.3% | $5,087-29.2% |
| Admin fee / account holder | $163 | $1,982-91.8% | $12,690-98.7% | $269-39.3% |