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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 19 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $10,342 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS CORP Service code 16 | Consulting | $8,436 |
PA RETIREMENT SOLUTIONS, INC.1+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $6,757 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 16 60 S. SIXTH ST. · MINNEAPOLIS, MN 55402 | Consulting | $3,347 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,336 | $36,916-47.6% | $156,551-87.6% | $57,658-66.5% |
| Participation rate | 68.0% | 63.4%+4.5pp | 84.0%-16.0pp | 70.2%-2.3pp |
| Annual return | -3.47% | 12.38%-15.8pp | 32.23%-35.7pp | 5.13%-8.6pp |
| Employer contribution / active EE | $487 | $1,571-69.0% | $5,501-91.2% | $1,974-75.3% |
| Participant deferral / active EE | $1,145 | $1,926-40.6% | $4,871-76.5% | $3,061-62.6% |
| Admin fee / account holder | $35 | $82-57.7% | $13,028-99.7% | $95-63.1% |