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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Recordkeeping | $15,434 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $14,504 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1458576 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Contract Administrator | $8,581 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 35 EAST WACKER DR 24TH FLOOR · CHICAGO, IL 60601 | Advisory (Plan) | $1,451 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,240 | $61,356-62.1% | $149,696-84.5% | $71,511-67.5% |
| Participation rate | 90.7% | 62.5%+28.2pp | 78.8%+11.9pp | 67.9%+22.8pp |
| Annual return | 33.72% | 35.86%-2.1pp | 134.46%-100.7pp | 28.86%+4.9pp |
| Employer contribution / active EE | $4,044 | $2,382+69.8% | $4,821-16.1% | $2,589+56.2% |
| Participant deferral / active EE | $4,830 | $2,920+65.4% | $5,682-15.0% | $4,291+12.6% |
| Admin fee / account holder | $192 | $1,263-84.8% | $13,212-98.6% | $1,588-87.9% |