Filed December 3, 2015
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,410 |
WIPFLI LLP1 year Service code 99 · EIN 39-0758449 | Other Fees | $3,769 |
Filed as: GLOBAL RETIREMENT PARTNERS .00 LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $2,971 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,748 |
Filed as: M2B RETIREMENT CONSULTING .00 LLC A Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,583 | $58,726-10.5% | $142,898-63.2% | $85,847-38.7% |
| Participation rate | 86.1% | 58.5%+27.6pp | 72.0%+14.2pp | 69.3%+16.8pp |
| Annual return | 14.17% | 27.73%-13.6pp | 5639.64%-5625.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $2,223 | $1,424+56.2% | $4,146-46.4% | $2,565-13.3% |
| Participant deferral / active EE | $2,960 | $2,609+13.5% | $3,838-22.9% | $3,952-25.1% |
| Admin fee / account holder | $256 | $4,234-94.0% | $6,560-96.1% | $6,261-95.9% |