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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $20,514 |
Filed as: TRANSAMERICA Service code 27 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Advisory (Plan) | $6,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,942 | $59,220-56.2% | $96,570-73.1% | $79,391-67.3% |
| Participation rate | 41.9% | 61.9%-20.0pp | 69.8%-27.9pp | 70.7%-28.8pp |
| Annual return | 27.99% | 27.08%+0.9pp | 37.79%-9.8pp | 116.88%-88.9pp |
| Employer contribution / active EE | $1,446 | $1,216+18.9% | $2,357-38.6% | $2,428-40.4% |
| Participant deferral / active EE | $2,038 | $2,948-30.9% | $3,849-47.1% | $4,046-49.6% |
| Admin fee / account holder | $76 | $659-88.4% | $6,182-98.8% | $627-87.9% |