Filed January 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $13,547 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 10 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Accounting | $2,811 |
JJB HILLIARD W L LYONS LLC2+ 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.
Employer 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 | $12,194 | $36,916-67.0% | $156,551-92.2% | $57,658-78.9% |
| Participation rate | 32.2% | 63.4%-31.2pp | 84.0%-51.8pp | 70.2%-38.0pp |
| Annual return | 9.34% | 12.38%-3.0pp | 32.23%-22.9pp | 5.13%+4.2pp |
| Employer contribution / active EE | $142 | $1,571-91.0% | $5,501-97.4% | $1,974-92.8% |
| Participant deferral / active EE | $758 | $1,926-60.7% | $4,871-84.4% | $3,061-75.2% |
| Admin fee / account holder | $103 | $82+24.7% | $13,028-99.2% | $95+8.8% |