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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE TRUST COMPANY Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $26,137 |
Filed as: RIMKUS MARCIANO AND ASSOCIATES, INC Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $4,175 |
Service code 64 · EIN 04-2647786 82 DEVENSHIRE STREET · BOSTON, MA 02110 | Recordkeeping Fees | $805 |
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 | $26,609 | $66,124-59.8% | $90,440-70.6% | $73,493-63.8% |
| Participation rate | 74.5% | 69.7%+4.8pp | 72.7%+1.8pp | 70.7%+3.8pp |
| Annual return | 15.00% | 17.65%-2.7pp | 1294.38%-1279.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,248 | $2,346-46.8% | $3,263-61.8% | $2,270-45.0% |
| Participant deferral / active EE | $1,045 | $3,039-65.6% | $3,964-73.6% | $3,740-72.1% |
| Admin fee / account holder | $3 | $396-99.2% | $5,615-99.9% | $513-99.4% |