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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $6,541 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY WEALTH MANAGEMENT, LLC Service code 27 · EIN 39-0859910 10 TERRACE CT · MADISON, WI 53718 | Advisory (Plan) | $3,661 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 49 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $750 |
NATIONWIDE3 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $98 |
Employer 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,709 | $180,576-85.8% | $147,080-82.5% | - |
| Participation rate | 74.7% | 77.3%-2.5pp | 82.2%-7.4pp | - |
| Annual return | 14.85% | 11.77%+3.1pp | 420.17%-405.3pp | - |
| Employer contribution / active EE | $777 | $3,313-76.5% | $4,933-84.2% | - |
| Participant deferral / active EE | $6,331 | $6,942-8.8% | $8,066-21.5% | - |
| Admin fee / account holder | $254 | $27,717-99.1% | $12,989-98.0% | - |