Filed June 14, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,405 |
WIPFLI LLP2+ years Service code 14 · EIN 39-0758449 3703 OAKWOOD HILLS PARKWAY · EAU CLAIRE, WI 547017756 | Plan Administrator | $6,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,690 | $23,385-11.5% | $69,182-70.1% | $57,658-64.1% |
| Participation rate | 41.4% | 37.9%+3.5pp | 55.1%-13.7pp | 70.2%-28.8pp |
| Annual return | 9.96% | -659.34%+669.3pp | -21.93%+31.9pp | 5.13%+4.8pp |
| Employer contribution / active EE | $180 | $422-57.3% | $1,206-85.0% | $1,974-90.9% |
| Participant deferral / active EE | $1,119 | $843+32.7% | $1,897-41.0% | $3,061-63.4% |
| Admin fee / account holder | $30 | $82-63.1% | $2,697-98.9% | $95-67.9% |