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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,550 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Advisory (Plan) | $11,491 |
RUDD & COMPANY PLLC3+ years Service code 12 · EIN 82-0467399 | Contract Administrator; Consulting (p... | $9,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,715 | $45,324-65.3% | $122,354-87.2% | $69,631-77.4% |
| Participation rate | 39.2% | 59.9%-20.7pp | 71.6%-32.4pp | 70.7%-31.5pp |
| Annual return | 15.87% | 25.35%-9.5pp | 30.28%-14.4pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $338 | $1,230-72.5% | $4,051-91.7% | $2,032-83.4% |
| Participant deferral / active EE | $795 | $2,367-66.4% | $3,287-75.8% | $3,224-75.3% |
| Admin fee / account holder | $172 | $87+97.5% | $5,479-96.9% | $110+55.6% |