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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Recordkeeping | $10,152 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $9,148 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1458576 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Contract Administrator | $2,361 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 35 EAST WACKER DR 24TH FLOOR · CHICAGO, IL 60601 | Advisory (Plan) | $915 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,626 | $65,125-80.6% | $143,797-91.2% | $66,949-81.1% |
| Participation rate | 88.7% | 65.2%+23.5pp | 80.3%+8.4pp | 69.8%+18.9pp |
| Annual return | -16.06% | -11.13%-4.9pp | -0.04%-16.0pp | 1.57%-17.6pp |
| Employer contribution / active EE | $1,581 | $2,362-33.1% | $4,952-68.1% | $2,545-37.9% |
| Participant deferral / active EE | $3,885 | $2,920+33.0% | $5,638-31.1% | $4,239-8.4% |
| Admin fee / account holder | $97 | $503-80.8% | $14,679-99.3% | $594-83.7% |