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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,037 |
FLEXIBLE PLAN INVESTMENTS LTD3+ years Filed as: FLEXIBLE PLAN INVESTEMENTS INC Service code 26 3883 TELEGRAPH ROAD · BLOOMFIELD HILLS, MI 48302 | Advisory (Participants) | $6,131 |
Service code 15 325 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Recordkeeping | $3,191 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,303 | $45,050-61.6% | $63,018-72.5% | $70,126-75.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.81% | 18.76%-7.0pp | 87.62%-75.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,630 | $2,052-20.5% | $2,761-40.9% | $2,343-30.4% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $219 | $2,834-92.3% | $3,601-93.9% | $4,645-95.3% |