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| Provider | Service type | Compensation |
|---|---|---|
MY BENEFITS, LLC5 years Filed as: PB&H BENEFITS LLC Service code 14 · EIN 74-1130599 401 W HWY 6 · WACO, TX 76710 | Plan Administrator | $3,550 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,463 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $205 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $20 |
Filed as: MML INVESTORS SERVICES, LLC Service code 26 · EIN 04-2746212 PO BOX 9500 · SPRINGFIELD, MA 01102 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,685 | $75,541-88.5% | $152,093-94.3% | $82,637-89.5% |
| Participation rate | 98.5% | 66.5%+32.0pp | 77.8%+20.8pp | 68.1%+30.5pp |
| Annual return | 10.32% | 32.56%-22.2pp | 66.36%-56.0pp | 53.51%-43.2pp |
| Employer contribution / active EE | $601 | $2,622-77.1% | $4,175-85.6% | $2,552-76.4% |
| Participant deferral / active EE | $1,130 | $3,206-64.7% | $5,451-79.3% | $4,126-72.6% |
| Admin fee / account holder | $30 | $6,405-99.5% | $14,497-99.8% | $7,339-99.6% |