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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $130,895 |
Service code 15 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Recordkeeping | $52,043 |
Service code 22 5060 CALIFORNIA AVE · BAKERSFIELD, CA 93309 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,625 | $144,389-94.0% | $90,782-90.5% | $75,289-88.5% |
| Participation rate | 90.2% | 92.2%-2.0pp | 82.7%+7.5pp | 72.4%+17.7pp |
| Annual return | -4.85% | 0.91%-5.8pp | -3.42%-1.4pp | -0.04%-4.8pp |
| Employer contribution / active EE | $637 | $4,529-85.9% | $4,105-84.5% | $2,405-73.5% |
| Participant deferral / active EE | $3,439 | $7,882-56.4% | $5,366-35.9% | $3,739-8.0% |
| Admin fee / account holder | $129 | $102+26.4% | $5,908-97.8% | $102+26.5% |