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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,623 |
PENTEGRA SERVICES, INC.1 year Filed as: APS - PENTEGRA Service code 15 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Recordkeeping | $8,420 |
Filed as: IRON CO FID INDEX COMPREHENSIVE Service code 27 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $1,630 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE Service code 27 10 W NATINWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Plan) | $312 |
LPN FINANCIAL LLC1 year Service code 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Filed as: MML INSURANCE AGENCY LLC Service code 27 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Plan) | $0 |
Service code 27 WOODWARD BUILDING · CHARLOTTE, NC 28227 | Advisory (Plan) | $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 | $21,414 | $55,453-61.4% | $170,439-87.4% | $62,293-65.6% |
| Participation rate | 92.4% | 66.4%+26.1pp | 83.6%+8.8pp | 69.5%+22.9pp |
| Annual return | 12.47% | 21.38%-8.9pp | 205.94%-193.5pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,791 | $2,164-17.2% | $5,433-67.0% | $2,042-12.3% |
| Participant deferral / active EE | $3,382 | $2,303+46.9% | $4,939-31.5% | $3,169+6.7% |
| Admin fee / account holder | $52 | $455-88.5% | $13,881-99.6% | $479-89.1% |