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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $85,888 |
ERISA SMART1+ years Service code 16 · EIN 45-5529798 | Consulting | $5,118 |
SECURITIES AMERICA INC1+ years Service code 49 12325 PORT GRANGE BLVD · LA VISTA, NE 681280001 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,834 | $56,095-94.9% | $178,503-98.4% | $90,274-96.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 54.72% | 28.81%+25.9pp | 151.12%-96.4pp | 53.97%+0.7pp |
| Employer contribution / active EE | $1,923 | $1,572+22.3% | $5,011-61.6% | $2,523-23.8% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $4 | $101-95.6% | $13,987-100.0% | $114-96.1% |