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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $15,342 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $11,769 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $5,909 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,141 | $61,391-34.6% | $149,723-73.2% | $71,529-43.9% |
| Participation rate | 78.6% | 62.5%+16.1pp | 78.8%-0.2pp | 67.9%+10.6pp |
| Annual return | 15.42% | 35.88%-20.5pp | 134.50%-119.1pp | 28.97%-13.6pp |
| Employer contribution / active EE | $1,491 | $2,384-37.5% | $4,821-69.1% | $2,590-42.4% |
| Participant deferral / active EE | $3,356 | $2,921+14.9% | $5,682-40.9% | $4,291-21.8% |
| Admin fee / account holder | $198 | $1,264-84.4% | $13,215-98.5% | $1,588-87.6% |