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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $32,265 |
BENEFIT RESOURCES, INC.3 years Service code 13 P.O. BOX 382488 · GERMANTOWN, TN 38183 | Contract Administrator | $5,831 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,579 | $102,661+28.2% | $151,639-13.2% | $66,938+96.6% |
| Participation rate | 97.4% | 85.5%+11.9pp | 87.5%+9.9pp | 69.8%+27.6pp |
| Annual return | -3.89% | -10.81%+6.9pp | 3.34%-7.2pp | 1.58%-5.5pp |
| Employer contribution / active EE | $8,619 | $4,184+106.0% | $6,165+39.8% | $2,545+238.6% |
| Participant deferral / active EE | $5,091 | $6,645-23.4% | $8,363-39.1% | $4,238+20.1% |
| Admin fee / account holder | $175 | $630-72.3% | $11,613-98.5% | $594-70.6% |