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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $50,056 |
Filed as: INDEPENDENT FINANCIAL GROUP, INC. Service code 26 3827 CAMINO REAL · SARASOTA, FL 34239 | Advisory (Participants) | $24,911 |
Service code 49 · EIN 20-3886993 | Other Services | $2,215 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,926 | $93,617-33.9% | $135,982-54.5% | $75,177-17.6% |
| Participation rate | 77.5% | 75.2%+2.3pp | 81.9%-4.4pp | 67.2%+10.3pp |
| Annual return | 18.90% | 30.89%-12.0pp | 68.32%-49.4pp | 160.75%-141.8pp |
| Employer contribution / active EE | $4,774 | $3,538+34.9% | $4,859-1.8% | $2,671+78.7% |
| Participant deferral / active EE | $9,053 | $6,406+41.3% | $7,760+16.7% | $4,126+119.4% |
| Admin fee / account holder | $22 | $6,980-99.7% | $10,767-99.8% | $5,651-99.6% |