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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $27,396 |
Service code 99 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Other Fees | $21,592 |
MGKS6 years Service code 15 · EIN 86-1001235 7600 N. 16TH ST, STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $16,901 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,447 | $61,356-65.0% | $149,696-85.7% | $71,511-70.0% |
| Participation rate | 79.4% | 62.5%+16.9pp | 78.8%+0.6pp | 67.9%+11.5pp |
| Annual return | 15.98% | 35.86%-19.9pp | 134.46%-118.5pp | 28.86%-12.9pp |
| Employer contribution / active EE | $1,490 | $2,382-37.4% | $4,821-69.1% | $2,589-42.4% |
| Participant deferral / active EE | $3,972 | $2,920+36.0% | $5,682-30.1% | $4,291-7.4% |
| Admin fee / account holder | $206 | $1,263-83.7% | $13,212-98.4% | $1,588-87.0% |