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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $14,663 |
HARFST AND ASSOCIATES7+ years Filed as: HARFST & ASSOCIATES, INC Service code 27 · EIN 93-0839718 389 E MAIN ST · ASHLAND, OR 97520 | Advisory (Plan) | $7,398 |
Filed as: NORTHWEST RETIREMENT PLANS INC Service code 10 · EIN 93-0839718 3235 HILLCREST PARK DRIVE · MEDFORD, OR 97504 | Accounting | $3,140 |
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.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,944 | $61,172-77.2% | $185,851-92.5% | $79,389-82.4% |
| Participation rate | 50.6% | 66.6%-16.0pp | 81.7%-31.1pp | 70.7%-20.1pp |
| Annual return | 11.35% | 19.45%-8.1pp | 122.11%-110.8pp | 116.89%-105.5pp |
| Employer contribution / active EE | $390 | $2,321-83.2% | $5,168-92.5% | $2,428-83.9% |
| Participant deferral / active EE | $956 | $2,788-65.7% | $5,569-82.8% | $4,046-76.4% |
| Admin fee / account holder | $205 | $710-71.1% | $16,245-98.7% | $626-67.3% |