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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Filed as: NATIONWIDE TRUST COMPANY Service code 64 · EIN 31-4156830 ONE HATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $24,572 |
MILESTONE CONSULTANTS6 years Service code 27 · EIN 47-2374702 PO BOX 312 · WHITNEY POINT, NY 13862 | Advisory (Plan) | $20,007 |
Filed as: RIMKUS MARCIANO AND ASSOCIATES, INC Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $3,550 |
Service code 64 · EIN 04-2647786 82 DEVENSHIRE STREET · BOSTON, MA 02110 | Recordkeeping Fees | $785 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,438 | $58,264-59.8% | $86,617-72.9% | $71,495-67.2% |
| Participation rate | 77.2% | 65.0%+12.2pp | 71.7%+5.5pp | 67.9%+9.3pp |
| Annual return | 14.34% | 21.63%-7.3pp | 591.91%-577.6pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,433 | $2,574-44.3% | $3,023-52.6% | $2,589-44.7% |
| Participant deferral / active EE | $1,531 | $3,436-55.4% | $4,437-65.5% | $4,291-64.3% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,613-100.0% | $1,588-99.8% |