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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
TRIAD ADVISORS INC2+ years Filed as: TRIAD ADVISORS Service code 49 1781 HIGHLAND AVENUE · CHESHIRE, CT 06410 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,466 | $55,453-43.3% | $170,435-81.5% | $62,293-49.5% |
| Participation rate | 99.5% | 66.4%+33.1pp | 83.6%+15.9pp | 69.5%+30.0pp |
| Annual return | 15.34% | 21.38%-6.0pp | 205.94%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $2,527 | $2,164+16.8% | $5,432-53.5% | $2,042+23.7% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |