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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,418 |
Service code 16 · EIN 91-1628862 5101 W. CLEARWATER AVE #100 · KENNEWICK, WA 99336 | Consulting | $3,601 |
Filed as: NORTHWEST RETIREMENT PLAN CONSULTAN Service code 49 · EIN 46-5674799 1950 KEENE ROAD BLDG F-100 · RICHLAND, WA 99352 | Other Services | $1,622 |
Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 16 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Consulting | $433 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 16 · EIN 31-4156830 10 W. NATIONWIDE BLVD, 5-05-111V · COLUMBUS, OH 43215 | Consulting | $108 |
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.
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 | $22,827 | $52,836-56.8% | $105,738-78.4% | $64,173-64.4% |
| Participation rate | 26.3% | 66.5%-40.2pp | 76.3%-50.0pp | 69.6%-43.3pp |
| Annual return | -6.82% | 14.30%-21.1pp | 6.27%-13.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $498 | $1,827-72.7% | $3,268-84.7% | $2,381-79.1% |
| Participant deferral / active EE | $603 | $2,545-76.3% | $4,080-85.2% | $3,470-82.6% |
| Admin fee / account holder | $152 | $3,959-96.2% | $6,913-97.8% | $4,887-96.9% |