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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Filed as: NATIONWIDE TRUST COMPANY Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $24,300 |
MILESTONE CONSULTANTS5 years Service code 27 · EIN 47-2374702 PO BOX 312 · WHITNEY POINT, NY 13862 | Advisory (Plan) | $19,551 |
Filed as: RIMKUS MARCIANO AND ASSOCIATES, INC Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $2,575 |
Service code 64 · EIN 04-2647786 82 DEVENSHIRE STREET · BOSTON, MA 02110 | Recordkeeping Fees | $780 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,788 | $51,226-49.7% | $82,744-68.8% | $66,938-61.5% |
| Participation rate | 72.3% | 67.9%+4.4pp | 72.6%-0.2pp | 69.8%+2.5pp |
| Annual return | -14.86% | -9.61%-5.2pp | 702.22%-717.1pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,362 | $2,612-47.8% | $3,008-54.7% | $2,545-46.5% |
| Participant deferral / active EE | $1,363 | $3,460-60.6% | $4,395-69.0% | $4,238-67.8% |
| Admin fee / account holder | $3 | $416-99.2% | $5,325-99.9% | $594-99.4% |