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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $214,833 |
SECURITIES AMERICA INC3+ years Service code 49 12325 PORT GRANGE BLVD · LA VISTA, NE 681280001 | Other Services | $27,668 |
ERISA SMART3+ years Service code 16 · EIN 45-5529798 | Consulting | $11,033 |
Annual investment return 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,961 | $45,000-93.4% | $143,799-97.9% | $77,906-96.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -18.08% | 29.03%-47.1pp | -0.04%-18.0pp | 12.16%-30.2pp |
| Employer contribution / active EE | $1,229 | $1,870-34.3% | $4,952-75.2% | $2,846-56.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $14,677-100.0% | $133-100.0% |