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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 · EIN 31-4156830 | Recordkeeping | $16,497 |
STEPHENS INC1 year Service code 26 · EIN 71-0641478 | Advisory (Participants) | $7,926 |
Filed as: NATIONAL BENEFIT SERVICES Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $5,863 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CD-FID-INDEX Service code 26 · EIN 26-2409128 | Advisory (Participants) | $1,714 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $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.
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 | $31,295 | $58,888-46.9% | $178,498-82.5% | $73,493-57.4% |
| Participation rate | 26.2% | 66.2%-40.1pp | 81.9%-55.8pp | 70.7%-44.5pp |
| Annual return | 10.88% | 24.86%-14.0pp | 151.09%-140.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $354 | $2,236-84.2% | $5,011-92.9% | $2,270-84.4% |
| Participant deferral / active EE | $626 | $2,568-75.6% | $5,202-88.0% | $3,740-83.3% |
| Admin fee / account holder | $1 | $400-99.6% | $13,985-100.0% | $513-99.7% |