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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,871 |
Service code 14 · EIN 95-2889854 3000 LAVA RIDGE CT. · ROSEVILLE, CA 95661 | Plan Administrator | $7,018 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 26 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $4,982 |
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 | $13,404 | $61,166-78.1% | $185,849-92.8% | $79,391-83.1% |
| Participation rate | 86.4% | 66.6%+19.8pp | 81.7%+4.7pp | 70.7%+15.7pp |
| Annual return | 11.98% | 19.45%-7.5pp | 122.10%-110.1pp | 116.88%-104.9pp |
| Employer contribution / active EE | $1,242 | $2,321-46.5% | $5,169-76.0% | $2,428-48.8% |
| Participant deferral / active EE | $985 | $2,789-64.7% | $5,569-82.3% | $4,046-75.6% |
| Admin fee / account holder | $35 | $710-95.0% | $16,244-99.8% | $627-94.4% |