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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $72,238 |
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $22,823 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,434 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $525 |
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 | $21,635 | $73,404-70.5% | $87,104-75.2% | $67,579-68.0% |
| Participation rate | 42.9% | 80.9%-38.0pp | 76.9%-34.0pp | 71.3%-28.4pp |
| Annual return | 31.37% | 48.29%-16.9pp | 28.19%+3.2pp | 378.56%-347.2pp |
| Employer contribution / active EE | $797 | $2,014-60.4% | $2,521-68.4% | $2,148-62.9% |
| Participant deferral / active EE | $1,283 | $3,913-67.2% | $4,048-68.3% | $3,539-63.7% |
| Admin fee / account holder | $262 | $142+85.1% | $7,491-96.5% | $142+84.1% |