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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $86,638 |
IFAM CAPITAL1+ years Service code 26 2133 SOUTH TIMBERLINE ROAD · FORT COLLINS, CO 80525 | Advisory (Participants) | $11,374 |
INWEST RETIREMENT SOLUTIONS1+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $5,668 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,216 | $95,417-74.6% | $135,974-82.2% | $74,460-67.5% |
| Participation rate | 54.7% | 78.2%-23.5pp | 81.9%-27.2pp | 70.7%-16.0pp |
| Annual return | 0.00% | 32.76%-32.8pp | 68.30%-68.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $800 | $3,878-79.4% | $4,859-83.5% | $2,638-69.7% |
| Participant deferral / active EE | $1,396 | $7,789-82.1% | $7,760-82.0% | $4,530-69.2% |
| Admin fee / account holder | $110 | $266-58.6% | $10,767-99.0% | $348-68.4% |