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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 12 · EIN 31-1592130 | Participant communication; Participan... | $8,902 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS, LLC Service code 13 · EIN 88-1100312 | Contract Administrator | $8,270 |
NATIONWIDE1 year Filed as: NATIONWIDE TRUST COMPANY Service code 15 | Recordkeeping | $2,803 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,813 | $61,391-46.6% | $149,723-78.1% | $71,529-54.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 217.55% | 35.88%+181.7pp | 134.50%+83.1pp | 28.97%+188.6pp |
| Employer contribution / active EE | $3,857 | $2,384+61.8% | $4,821-20.0% | $2,590+48.9% |
| Participant deferral / active EE | $1,391 | $2,921-52.4% | $5,682-75.5% | $4,291-67.6% |
| Admin fee / account holder | $133 | $1,264-89.5% | $13,215-99.0% | $1,588-91.6% |