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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $47,342 |
L M KOHN & COMPANY2+ years Filed as: L. M. KOHN & COMPANY Service code 71 | Brokerage Fees | $25,779 |
GELMAN PENSION CONSULTING, INC.2+ years Filed as: GELMAN PENSION CONSULTING INC Service code 15 70 WEST 40TH STREET 8TH FL · NEW YORK, NY 10018 | Recordkeeping | $5,042 |
L M KOHN & COMPANY2+ years Service code 27 10151 CARVER ROAD SUITE 100 · CINCINNATI, OH 45242 | 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 | $88,852 | $75,183+18.2% | $123,894-28.3% | $55,167+61.1% |
| Participation rate | 74.3% | 72.8%+1.5pp | 81.4%-7.1pp | 69.0%+5.3pp |
| Annual return | 12.43% | 19.01%-6.6pp | 47.52%-35.1pp | 169.23%-156.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,944 | $5,084+36.6% | $5,984+16.0% | $3,054+127.4% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |