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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $32,473 |
BENEFIT RESOURCES, INC.4 years Service code 13 P.O. BOX 382488 · GERMANTOWN, TN 38183 | Contract Administrator | $5,858 |
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 | $135,278 | $130,294+3.8% | $170,043-20.4% | $71,511+89.2% |
| Participation rate | 98.0% | 86.2%+11.9pp | 87.0%+11.0pp | 67.9%+30.1pp |
| Annual return | 4.22% | 20.36%-16.1pp | 53.40%-49.2pp | 28.86%-24.6pp |
| Employer contribution / active EE | $8,394 | $4,385+91.4% | $6,790+23.6% | $2,589+224.2% |
| Participant deferral / active EE | $5,469 | $6,928-21.0% | $10,410-47.5% | $4,291+27.5% |
| Admin fee / account holder | $177 | $966-81.6% | $12,824-98.6% | $1,588-88.8% |