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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,172 |
Filed as: TRANSAMERICA FINANCIAL ADVISOR Service code 26 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,810 | $65,125-80.3% | $143,797-91.1% | $66,949-80.9% |
| Participation rate | 89.6% | 65.2%+24.4pp | 80.3%+9.3pp | 69.8%+19.8pp |
| Annual return | -12.34% | -11.13%-1.2pp | -0.04%-12.3pp | 1.57%-13.9pp |
| Employer contribution / active EE | $736 | $2,362-68.9% | $4,952-85.1% | $2,545-71.1% |
| Participant deferral / active EE | $1,568 | $2,920-46.3% | $5,638-72.2% | $4,239-63.0% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |