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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 · EIN 31-4177100 | Investment Management | $7,728 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 28 · EIN 13-4071393 BD COMMISSIONS 6TH FLOOR MD 3 · SYRACUSE, NY 13202 | Investment Management | $3,606 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $535 |
PROACCOUNT1 year Service code 28 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $350 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $126 |
Filed as: IRON FINANCIAL Service code 28 · EIN 99-9552241 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $97 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,489 | $55,470-84.7% | $155,556-94.5% | $74,478-88.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.58% | 269.80%-258.2pp | 64.84%-53.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $2,746 | $2,267+21.1% | $4,675-41.3% | $2,626+4.5% |
| Participant deferral / active EE | $3,225 | $2,838+13.7% | $5,631-42.7% | $4,350-25.9% |
| Admin fee / account holder | $33 | $1,744-98.1% | $15,885-99.8% | $1,946-98.3% |