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| Provider | Service type | Compensation |
|---|---|---|
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $22,197 |
NATIONWIDE8+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $14,001 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Securities brokerage; Other fees | $10,467 |
NATIONWIDE8+ years Service code 15 | Recordkeeping | $9,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,666 | $52,188+14.3% | $86,617-31.1% | $74,440-19.8% |
| Participation rate | 58.0% | 66.3%-8.3pp | 71.7%-13.7pp | 70.7%-12.7pp |
| Annual return | 10.59% | 44.46%-33.9pp | 591.91%-581.3pp | 34.37%-23.8pp |
| Employer contribution / active EE | $1,392 | $2,282-39.0% | $3,023-53.9% | $2,638-47.2% |
| Participant deferral / active EE | $1,984 | $3,383-41.4% | $4,437-55.3% | $4,529-56.2% |
| Admin fee / account holder | $195 | $319-38.7% | $5,613-96.5% | $348-43.8% |