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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,206 |
Service code 14 · EIN 95-2889854 3000 LAVA RIDGE CT. · ROSEVILLE, CA 95661 | Plan Administrator | $8,823 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 26 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,765 | $46,332-81.1% | $143,797-93.9% | $64,824-86.5% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -17.13% | -10.05%-7.1pp | -0.04%-17.1pp | 32.84%-50.0pp |
| Employer contribution / active EE | $1,076 | $1,911-43.7% | $4,952-78.3% | $2,507-57.1% |
| Participant deferral / active EE | $858 | $2,647-67.6% | $5,638-84.8% | $4,311-80.1% |
| Admin fee / account holder | $18 | $154-88.2% | $14,679-99.9% | $188-90.4% |