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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $20,024 |
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $14,401 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $6,157 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,770 | $55,470-19.3% | $155,556-71.2% | $74,478-39.9% |
| Participation rate | 79.5% | 61.9%+17.5pp | 78.2%+1.2pp | 67.2%+12.2pp |
| Annual return | 12.49% | 269.80%-257.3pp | 64.84%-52.3pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,609 | $2,267-29.0% | $4,675-65.6% | $2,626-38.7% |
| Participant deferral / active EE | $3,940 | $2,838+38.8% | $5,631-30.0% | $4,350-9.4% |
| Admin fee / account holder | $42 | $1,744-97.6% | $15,885-99.7% | $1,946-97.9% |