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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,230 |
Service code 26 ATTN ADVISORY FEES COMPENSATION · WALTHAM, MA 024533483 | Advisory (Participants) | $8,861 |
Service code 15 · EIN 22-2725182 | Recordkeeping | $7,887 |
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 | $29,177 | $66,124-55.9% | $90,461-67.7% | $73,497-60.3% |
| Participation rate | 96.6% | 69.7%+26.9pp | 72.7%+23.9pp | 70.7%+25.9pp |
| Annual return | 4.30% | 17.65%-13.4pp | 1294.76%-1290.5pp | 28.51%-24.2pp |
| Employer contribution / active EE | $1,360 | $2,346-42.0% | $3,264-58.3% | $2,270-40.1% |
| Participant deferral / active EE | $2,508 | $3,039-17.5% | $3,964-36.7% | $3,740-32.9% |
| Admin fee / account holder | $258 | $396-34.9% | $5,617-95.4% | $513-49.7% |