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| Provider | Service type | Compensation |
|---|---|---|
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $23,273 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Other fees; Securities brokerage | $15,096 |
NATIONWIDE9+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $14,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,109 | $66,009+1.7% | $81,780-17.9% | $77,692-13.6% |
| Participation rate | 57.9% | 65.8%-7.9pp | 72.4%-14.5pp | 70.6%-12.7pp |
| Annual return | 18.95% | 26.66%-7.7pp | 776.27%-757.3pp | 31.25%-12.3pp |
| Employer contribution / active EE | $1,391 | $2,374-41.4% | $2,914-52.3% | $2,726-49.0% |
| Participant deferral / active EE | $2,141 | $3,510-39.0% | $4,321-50.5% | $4,648-54.0% |
| Admin fee / account holder | $68 | $527-87.1% | $7,384-99.1% | $431-84.2% |