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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,585 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 26 101 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $21,739 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 462 SEVENTH AVENUE · NEW YORK, NY 10018 | Recordkeeping | $6,714 |
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 | Recordkeeping | $3,512 |
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 | $43,702 | $30,732+42.2% | $59,496-26.5% | $59,633-26.7% |
| Participation rate | 77.3% | 43.2%+34.1pp | 54.6%+22.7pp | 68.7%+8.6pp |
| Annual return | 0.72% | 4.47%-3.7pp | 182.05%-181.3pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,080 | $631+71.2% | $1,153-6.4% | $2,203-51.0% |
| Participant deferral / active EE | $2,980 | $1,183+151.9% | $1,829+62.9% | $3,192-6.6% |
| Admin fee / account holder | $256 | $2,136-88.0% | $2,232-88.5% | $4,297-94.0% |