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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 91-1918299 HOME OFFICE · COLUMBUS, OH 432152220 | Recordkeeping | $138,163 |
Service code 26 · EIN 47-1495882 1305 FOWLER ST · RICHLAND, WA 99352 | Advisory (Participants) | $33,988 |
PROFESSIONAL BENEFIT SERVICES9+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $31,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,641 | $47,135-62.6% | $149,682-88.2% | $74,434-76.3% |
| Participation rate | 66.4% | 63.4%+3.0pp | 78.8%-12.4pp | 70.7%-4.4pp |
| Annual return | 18.01% | 22.75%-4.7pp | 134.35%-116.3pp | 34.37%-16.4pp |
| Employer contribution / active EE | $1,296 | $1,906-32.0% | $4,818-73.1% | $2,638-50.9% |
| Participant deferral / active EE | $1,907 | $2,728-30.1% | $5,681-66.4% | $4,529-57.9% |
| Admin fee / account holder | $169 | $343-50.8% | $13,210-98.7% | $348-51.6% |