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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,098 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 52 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Indirect Investment Fees | $24,565 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES, INC. Service code 52 | Indirect Investment Fees | $5,720 |
INTAC ACTUARIAL SERVICES2+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Recordkeeping | $5,583 |
PARNASSUS2+ years Filed as: PARNASSUS INVESTMENTS Service code 15 | Recordkeeping | $3,530 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 28 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Investment Management | $0 |
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 | $40,106 | $43,423-7.6% | $78,676-49.0% | $55,167-27.3% |
| Participation rate | 94.4% | 68.0%+26.4pp | 73.6%+20.9pp | 69.0%+25.5pp |
| Annual return | 9.16% | 11.53%-2.4pp | 62.19%-53.0pp | 169.23%-160.1pp |
| Employer contribution / active EE | $3,453 | $1,997+72.9% | $2,850+21.2% | $1,963+75.9% |
| Participant deferral / active EE | $6,330 | $2,509+152.3% | $3,517+80.0% | $3,054+107.3% |
| Admin fee / account holder | $5 | $416-98.9% | $4,510-99.9% | $504-99.1% |