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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $20,534 |
Filed as: KESTRA INVESMENT SERVICES LLC Service code 27 | Advisory (Plan) | $13,918 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,961 | $52,961-83.1% | $172,752-94.8% | $65,185-86.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.07% | 30.12%-8.1pp | 802.97%-780.9pp | 29.38%-7.3pp |
| Employer contribution / active EE | $965 | $2,190-55.9% | $5,144-81.2% | $2,177-55.7% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $142 | $472-70.0% | $13,955-99.0% | $847-83.3% |