Filed February 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,148 |
REDWOOD PENSIONS, LLC1 year Service code 15 · EIN 27-2431450 PO BOX 3409 · WALNUT CREEK, CA 945983409 | Recordkeeping | $5,548 |
UBS FINANCIAL SERVICES INC3+ years Service code 26 1000 HARBOR BLVD · WEEHAUKEN, NJ 07087 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,525 | $155,795-74.6% | $136,294-71.0% | $69,631-43.2% |
| Participation rate | 50.7% | 75.2%-24.5pp | 81.9%-31.2pp | 70.7%-20.0pp |
| Annual return | 29.42% | 232464.33%-232434.9pp | 5155.94%-5126.5pp | 27571.02%-27541.6pp |
| Employer contribution / active EE | $872 | $2,991-70.8% | $4,695-81.4% | $2,032-57.1% |
| Participant deferral / active EE | $4,360 | $5,394-19.2% | $6,247-30.2% | $3,224+35.3% |
| Admin fee / account holder | $297 | $128+131.9% | $9,243-96.8% | $110+169.2% |