Filed June 14, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,584 |
WIPFLI LLP1+ years Service code 14 · EIN 39-0758449 3703 OAKWOOD HILLS PARKWAY · EAU CLAIRE, WI 547017756 | Plan Administrator | $5,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,184 | $22,714-15.5% | $59,496-67.8% | $55,191-65.2% |
| Participation rate | 40.9% | 37.5%+3.4pp | 54.6%-13.7pp | 69.2%-28.3pp |
| Annual return | -3.37% | -44.01%+40.6pp | 182.05%-185.4pp | 10.78%-14.2pp |
| Employer contribution / active EE | $183 | $418-56.2% | $1,153-84.1% | $1,899-90.4% |
| Participant deferral / active EE | $1,140 | $843+35.2% | $1,829-37.7% | $3,046-62.6% |
| Admin fee / account holder | $22 | $83-73.7% | $2,232-99.0% | $91-75.9% |