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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Filed as: PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004 | Recordkeeping | $8,072 |
NATIONWIDE6+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $4,339 |
MCINTURF & HARMON COMPANY6+ years Service code 26 963 ADAIR AVE · ZANESVILLE, OH 43701 | Advisory (Participants) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,087 | $91,167-5.6% | $178,498-51.8% | $79,858+7.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.86% | 24.19%-5.3pp | 151.09%-132.2pp | 31.72%-12.9pp |
| Employer contribution / active EE | $2,465 | $3,255-24.3% | $5,011-50.8% | $2,471-0.2% |
| Participant deferral / active EE | $2,740 | $3,236-15.3% | $5,202-47.3% | $3,740-26.7% |
| Admin fee / account holder | $0 | $6,747-100.0% | $13,985-100.0% | $5,306-100.0% |