Filed June 14, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,155 |
WIPFLI LLP3+ years Service code 14 · EIN 39-0758449 3703 OAKWOOD HILLS PARKWAY · EAU CLAIRE, WI 547017756 | Plan Administrator | $7,192 |
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 | $25,254 | $28,416-11.1% | $73,545-65.7% | $69,631-63.7% |
| Participation rate | 42.6% | 38.3%+4.2pp | 54.9%-12.4pp | 70.7%-28.1pp |
| Annual return | 15.93% | -694.13%+710.1pp | -15.16%+31.1pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $214 | $430-50.3% | $1,219-82.4% | $2,032-89.5% |
| Participant deferral / active EE | $1,419 | $897+58.1% | $1,806-21.5% | $3,224-56.0% |
| Admin fee / account holder | $27 | $104-73.9% | $2,320-98.8% | $110-75.3% |