Filed April 27, 2021
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $54,766 |
INLAND COUNTIES PENSION SERVICES1+ years Service code 13 · EIN 33-0074418 621 E. CARNEGIE DRIVE · SAN BERNARDINO, CA 92408 | Contract Administrator | $10,396 |
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 | $36,789 | $46,360-20.6% | $147,617-75.1% | $52,331-29.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.67% | 1.62%-3.3pp | 61.98%-63.6pp | 4.54%-6.2pp |
| Employer contribution / active EE | $3,184 | $2,126+49.8% | $5,564-42.8% | $1,882+69.2% |
| Participant deferral / active EE | $2,044 | $2,258-9.4% | $4,895-58.2% | $3,022-32.4% |
| Admin fee / account holder | $258 | $766-66.4% | $11,612-97.8% | $592-56.5% |