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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $13,640 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFIT SYSTEMS Service code 15 PO BOX 6980 · WEST JORDAN, UT 84084 | Recordkeeping | $1,367 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $1,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,288 | $51,466-8.1% | $78,778-40.0% | $62,293-24.1% |
| Participation rate | 29.1% | 59.8%-30.7pp | 69.2%-40.1pp | 69.5%-40.4pp |
| Annual return | 16.40% | 19.96%-3.6pp | 35.62%-19.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $541 | $827-34.7% | $1,986-72.8% | $2,042-73.5% |
| Participant deferral / active EE | $1,369 | $2,147-36.2% | $2,958-53.7% | $3,169-56.8% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |