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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUBMUS, OH 43215 | Recordkeeping | $31,349 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 15 · EIN 16-1486454 | Recordkeeping | $17,912 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP INVESTMENT Service code 15 11100 SANTA MONICA BOULEVARD · LOS ANGELES, CA 90025 | Recordkeeping | $10,808 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,738 | $91,439-7.3% | $135,974-37.7% | $71,511+18.5% |
| Participation rate | 92.7% | 75.7%+17.0pp | 81.9%+10.7pp | 67.9%+24.7pp |
| Annual return | 23.04% | 29.90%-6.9pp | 68.30%-45.3pp | 28.86%-5.8pp |
| Employer contribution / active EE | $4,605 | $3,705+24.3% | $4,859-5.2% | $2,589+77.8% |
| Participant deferral / active EE | $8,915 | $7,093+25.7% | $7,760+14.9% | $4,291+107.8% |
| Admin fee / account holder | $301 | $1,267-76.3% | $10,767-97.2% | $1,588-81.1% |