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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $34,170 |
BENEFIT RESOURCES, INC.2 years Service code 13 P.O. BOX 382488 · GERMANTOWN, TN 38183 | Contract Administrator | $6,225 |
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 | $147,442 | $121,341+21.5% | $189,520-22.2% | $79,393+85.7% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.8%+9.5pp | 70.7%+26.6pp |
| Annual return | 11.11% | 21.08%-10.0pp | 555.25%-544.1pp | 116.87%-105.8pp |
| Employer contribution / active EE | $8,300 | $3,915+112.0% | $6,161+34.7% | $2,428+241.9% |
| Participant deferral / active EE | $5,245 | $6,395-18.0% | $8,220-36.2% | $4,046+29.7% |
| Admin fee / account holder | $202 | $651-69.0% | $12,046-98.3% | $627-67.8% |