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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $24,454 |
Service code 99 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Other Fees | $19,980 |
MGKS4 years Service code 15 · EIN 86-1001235 6530 N 16TH STREET · PHOENIX, AZ 85016 | Recordkeeping | $12,284 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,799 | $61,166-61.1% | $185,837-87.2% | $79,393-70.0% |
| Participation rate | 86.0% | 66.6%+19.4pp | 81.7%+4.3pp | 70.7%+15.3pp |
| Annual return | 13.45% | 19.45%-6.0pp | 122.08%-108.6pp | 116.87%-103.4pp |
| Employer contribution / active EE | $1,592 | $2,321-31.4% | $5,168-69.2% | $2,428-34.4% |
| Participant deferral / active EE | $4,000 | $2,789+43.4% | $5,568-28.2% | $4,046-1.1% |
| Admin fee / account holder | $84 | $710-88.2% | $16,241-99.5% | $627-86.7% |