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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $34,640 |
Filed as: NORTHWESTERN MUTUAL INV. SERVICES Service code 26 | Advisory (Participants) | $22,426 |
SENTINEL PENSION LLC4+ years Filed as: SENTINEL PENSION, LLC Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $8,965 |
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 | $67,329 | $54,162+24.3% | $68,612-1.9% | $64,173+4.9% |
| Participation rate | 58.9% | 68.1%-9.2pp | 72.2%-13.3pp | 69.6%-10.7pp |
| Annual return | -6.34% | -1.62%-4.7pp | -4.63%-1.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $318 | $1,846-82.8% | $2,625-87.9% | $2,381-86.7% |
| Participant deferral / active EE | $1,923 | $2,626-26.8% | $3,311-41.9% | $3,470-44.6% |
| Admin fee / account holder | $134 | $4,029-96.7% | $5,131-97.4% | $4,887-97.3% |