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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,432 |
THE HASLAUER GROUP, INC.1 year Service code 15 · EIN 72-1396122 2400 VETERANS MEMORIAL BLVD · KENNER, LA 70065 | Recordkeeping | $970 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 5707 SOUTHWEST PKWY BLDG2 #400 · AUSTIN, TX 787353300 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,717 | $64,719-86.5% | $112,249-92.2% | $68,486-87.3% |
| Participation rate | 96.9% | 67.2%+29.8pp | 75.1%+21.8pp | 67.9%+29.0pp |
| Annual return | -8.66% | -11.40%+2.7pp | 27.48%-36.1pp | -7.85%-0.8pp |
| Employer contribution / active EE | $721 | $2,747-73.7% | $3,636-80.2% | $2,597-72.2% |
| Participant deferral / active EE | $1,962 | $3,565-45.0% | $4,729-58.5% | $4,028-51.3% |
| Admin fee / account holder | $10 | $5,232-99.8% | $6,412-99.8% | $5,404-99.8% |