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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,646 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 12 · EIN 20-3886993 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping and information managem... | $26,504 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 17 12671 HIGH BLUFF DR., SUTIE 200 · SAN DIEGO, CA 92130 | Pension Consulting | $0 |
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 | $58,410 | $89,652-34.8% | $141,177-58.6% | $65,185-10.4% |
| Participation rate | 78.5% | 74.7%+3.8pp | 82.5%-4.0pp | 70.2%+8.3pp |
| Annual return | 26.55% | 32.79%-6.2pp | 71.40%-44.9pp | 29.38%-2.8pp |
| Employer contribution / active EE | $2,553 | $3,065-16.7% | $4,736-46.1% | $2,177+17.3% |
| Participant deferral / active EE | $4,252 | $5,691-25.3% | $6,710-36.6% | $3,514+21.0% |
| Admin fee / account holder | $70 | $569-87.7% | $10,263-99.3% | $847-91.7% |