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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $45,764 |
NISIVOCCIA AND CO LLP1 year Filed as: NISIVOCCIA Service code 11 200 VALLEY ROAD STE 300 · MT ARLINGTON, NJ 07856 | Actuarial | $10,750 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 49 · EIN 31-1332744 | Other Services | $6,020 |
Filed as: RED BANK PENSION SERVICES INC. Service code 15 · EIN 22-2755716 | Recordkeeping | $803 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SVCS INC Service code 49 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,241 | $63,471-0.4% | $68,803-8.1% | $66,949-5.5% |
| Participation rate | 84.7% | 60.0%+24.8pp | 69.0%+15.7pp | 69.8%+14.9pp |
| Annual return | -8.90% | -8.29%-0.6pp | -6.37%-2.5pp | 1.57%-10.5pp |
| Employer contribution / active EE | $1,975 | $1,776+11.2% | $2,656-25.6% | $2,545-22.4% |
| Participant deferral / active EE | $3,605 | $2,946+22.4% | $3,942-8.6% | $4,239-15.0% |
| Admin fee / account holder | $0 | $578-100.0% | $4,936-100.0% | $594-100.0% |