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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $36,280 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Other fees; Securities brokerage | $18,983 |
RPW SOLUTIONS LLC3 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $1,450 |
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 | $70,823 | $39,766+78.1% | $66,674+6.2% | $71,012-0.3% |
| Participation rate | 55.4% | 47.7%+7.7pp | 73.7%-18.3pp | 58.6%-3.1pp |
| Annual return | 12.01% | 181.39%-169.4pp | 321.24%-309.2pp | 37.67%-25.7pp |
| Employer contribution / active EE | $1,446 | $1,503-3.8% | $2,620-44.8% | $2,348-38.4% |
| Participant deferral / active EE | $2,037 | $1,868+9.0% | $4,084-50.1% | $3,246-37.2% |
| Admin fee / account holder | $75 | $1,097-93.2% | $5,098-98.5% | $1,167-93.6% |