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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $26,727 |
Filed as: NORTHWESTERN MUTUAL INV. SERVICES Service code 26 | Advisory (Participants) | $17,879 |
SENTINEL PENSION LLC2+ years Filed as: SENTINEL PENSION, LLC Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $7,905 |
Service code 26 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,430 | $52,306+2.2% | $69,779-23.4% | $62,881-15.0% |
| Participation rate | 56.3% | 67.2%-11.0pp | 71.8%-15.6pp | 69.3%-13.1pp |
| Annual return | 7.03% | 13.35%-6.3pp | 12.99%-6.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $55 | $1,799-97.0% | $2,338-97.7% | $2,281-97.6% |
| Participant deferral / active EE | $1,772 | $2,395-26.0% | $2,931-39.5% | $3,203-44.7% |
| Admin fee / account holder | $109 | $3,691-97.0% | $4,381-97.5% | $4,296-97.5% |