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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,120 |
Filed as: TRANSAMERICA FINANCIAL ADVISOR Service code 26 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,227 | $61,391-76.8% | $149,723-90.5% | $71,529-80.1% |
| Participation rate | 93.1% | 62.5%+30.6pp | 78.8%+14.4pp | 67.9%+25.2pp |
| Annual return | 8.83% | 35.88%-27.0pp | 134.50%-125.7pp | 28.97%-20.1pp |
| Employer contribution / active EE | $632 | $2,384-73.5% | $4,821-86.9% | $2,590-75.6% |
| Participant deferral / active EE | $1,873 | $2,921-35.9% | $5,682-67.0% | $4,291-56.4% |
| Admin fee / account holder | $0 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |