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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE TRUST COMPANY Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $22,132 |
Filed as: RIMKUS MARCIANO AND ASSOCIATES, INC Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $4,450 |
Service code 37 · EIN 04-2647786 82 DEVENSHIRE STREET · BOSTON, MA 02110 | Loan Processing | $905 |
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 | $20,000 | $54,237-63.1% | $90,304-77.9% | $67,579-70.4% |
| Participation rate | 75.8% | 68.6%+7.2pp | 73.3%+2.5pp | 71.3%+4.5pp |
| Annual return | 19.15% | 37.27%-18.1pp | 78.13%-59.0pp | 378.56%-359.4pp |
| Employer contribution / active EE | $1,175 | $1,846-36.3% | $2,855-58.8% | $2,148-45.3% |
| Participant deferral / active EE | $918 | $2,625-65.0% | $3,885-76.4% | $3,539-74.1% |
| Admin fee / account holder | $3 | $123-97.4% | $5,354-99.9% | $142-97.8% |