Filed January 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $17,341 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 10 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Accounting | $1,489 |
JJB HILLIARD W L LYONS LLC3+ 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.
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 | $15,190 | $46,173-67.1% | $170,435-91.1% | $69,631-78.2% |
| Participation rate | 33.0% | 63.9%-30.9pp | 83.6%-50.6pp | 70.7%-37.7pp |
| Annual return | 17.94% | 21.62%-3.7pp | 205.94%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $262 | $1,610-83.7% | $5,432-95.2% | $2,032-87.1% |
| Participant deferral / active EE | $852 | $2,080-59.1% | $4,939-82.8% | $3,224-73.6% |
| Admin fee / account holder | $111 | $116-4.5% | $13,881-99.2% | $110+0.3% |