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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 · EIN 31-4156830 | Recordkeeping | $15,540 |
STEPHENS INC2 years Filed as: STEPHENS, INC Service code 26 · EIN 71-0641478 | Advisory (Participants) | $7,206 |
Filed as: NATIONAL BENEFIT SERVICES Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $2,645 |
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.
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 | $22,165 | $47,977-53.8% | $154,114-85.6% | $56,287-60.6% |
| Participation rate | 23.9% | 66.2%-42.3pp | 83.0%-59.2pp | 69.9%-46.0pp |
| Annual return | -5.54% | 3.54%-9.1pp | 735.16%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $314 | $2,169-85.5% | $5,298-94.1% | $2,111-85.1% |
| Participant deferral / active EE | $528 | $2,392-77.9% | $5,081-89.6% | $3,350-84.2% |
| Admin fee / account holder | $3 | $438-99.3% | $13,411-100.0% | $521-99.4% |