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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 13 · EIN 31-4156830 | Contract Administrator | $14,474 |
Service code 37 · EIN 22-2725182 | Loan Processing | $11,703 |
Service code 26 ATTN ADVISORY FEES COMPENSATION · WALTHAM, MA 024533483 | Advisory (Participants) | $8,881 |
Annual investment return 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 | $29,649 | $51,620-42.6% | $90,324-67.2% | $65,186-54.5% |
| Participation rate | 94.9% | 68.6%+26.3pp | 73.3%+21.6pp | 70.2%+24.7pp |
| Annual return | 5.90% | 24.94%-19.0pp | 78.15%-72.3pp | 29.39%-23.5pp |
| Employer contribution / active EE | $1,208 | $2,235-45.9% | $2,856-57.7% | $2,177-44.5% |
| Participant deferral / active EE | $2,117 | $2,871-26.3% | $3,885-45.5% | $3,514-39.8% |
| Admin fee / account holder | $287 | $384-25.4% | $5,356-94.6% | $847-66.2% |