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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $78,174 |
INTAC ACTUARIAL SERVICES8+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $9,399 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 52 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Indirect Investment Fees | $0 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS, LLC Service code 52 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,358 | $54,370+22.0% | $82,763-19.8% | $68,490-3.1% |
| Participation rate | 93.2% | 63.9%+29.3pp | 72.6%+20.6pp | 67.9%+25.3pp |
| Annual return | -15.47% | -13.67%-1.8pp | 702.45%-717.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $4,611 | $2,219+107.8% | $3,008+53.3% | $2,597+77.6% |
| Participant deferral / active EE | $9,783 | $3,247+201.3% | $4,395+122.6% | $4,028+142.9% |
| Admin fee / account holder | $387 | $4,398-91.2% | $5,325-92.7% | $5,403-92.8% |