Filed January 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $11,790 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 10 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Accounting | $4,251 |
JJB HILLIARD W L LYONS LLC1+ years Filed as: JJB HILLIARD - WL LYONS, LLC Service code 17 P.O. BOX 32760 · LOUISVILLE, KY 40232 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,220 | $37,117-83.2% | $147,617-95.8% | $55,191-88.7% |
| Participation rate | 31.3% | 63.6%-32.3pp | 84.6%-53.3pp | 69.2%-37.8pp |
| Annual return | -0.15% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $326 | $1,620-79.9% | $5,564-94.1% | $1,899-82.8% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $55 | $86-35.3% | $11,612-99.5% | $91-39.0% |