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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $27,811 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,163 |
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $8,470 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,419 | $104,479-67.1% | $159,474-78.4% | $79,391-56.6% |
| Participation rate | 81.7% | 76.6%+5.0pp | 82.8%-1.2pp | 70.7%+11.0pp |
| Annual return | 22.70% | 67.98%-45.3pp | 263.68%-241.0pp | 116.88%-94.2pp |
| Employer contribution / active EE | $1,930 | $3,417-43.5% | $4,831-60.1% | $2,428-20.5% |
| Participant deferral / active EE | $6,658 | $6,468+2.9% | $7,353-9.4% | $4,046+64.6% |
| Admin fee / account holder | $200 | $711-71.8% | $10,802-98.1% | $627-68.0% |