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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,524 |
FIRST OHIO PLANNING1+ years Filed as: FIRST OHIO PLANNING, LLC Service code 27 · EIN 26-0142879 | Advisory (Plan) | $3,662 |
PENTEGRA SERVICES, INC.1+ years Filed as: APS-PENTEGRA Service code 13 · EIN 13-3892096 | Contract Administrator | $2,801 |
ADVISOR RESOURCE COUNCIL1+ years Filed as: ADVISOR GROUP Service code 27 2300 WINDY RIDGE PARKWAY · ATLANTA, GA 30339 | Advisory (Plan) | $0 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE INSURANCE AGENCY Service code 27 ONE WORD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $0 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,093 | $46,360-91.2% | $147,617-97.2% | $52,331-92.2% |
| Participation rate | 88.7% | 64.9%+23.8pp | 84.6%+4.1pp | 68.1%+20.6pp |
| Annual return | -7.32% | 1.62%-8.9pp | 61.98%-69.3pp | 4.54%-11.9pp |
| Employer contribution / active EE | $516 | $2,126-75.7% | $5,564-90.7% | $1,882-72.6% |
| Participant deferral / active EE | $968 | $2,258-57.1% | $4,895-80.2% | $3,022-68.0% |
| Admin fee / account holder | $86 | $766-88.8% | $11,612-99.3% | $592-85.4% |