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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE TRUST COMPANY Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $10,140 |
MILESTONE CONSULTANTS1 year Service code 27 · EIN 47-2374702 35 NORTHWIND WAY · ROCHESTER, NY 14624 | Advisory (Plan) | $8,051 |
Filed as: RIMKUS MARCIANO & ASSOCIATES Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $2,550 |
Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 021093605 | Loan Processing | $1,801 |
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 | $14,603 | $44,873-67.5% | $79,466-81.6% | $56,287-74.1% |
| Participation rate | 87.1% | 68.7%+18.4pp | 73.3%+13.8pp | 69.9%+17.3pp |
| Annual return | -1.67% | 0.81%-2.5pp | 718.28%-720.0pp | -9.96%+8.3pp |
| Employer contribution / active EE | $1,294 | $2,140-39.5% | $2,800-53.8% | $2,111-38.7% |
| Participant deferral / active EE | $877 | $2,746-68.1% | $3,704-76.3% | $3,350-73.8% |
| Admin fee / account holder | $10 | $418-97.6% | $5,104-99.8% | $521-98.0% |