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| Provider | Service type | Compensation |
|---|---|---|
GENEX CONSULTING5 years Service code 28 · EIN 42-1677375 10900 MANCHESTER RD STE 100 · KIRKWOOD, MO 63122 | Investment Management | $16,831 |
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $10,948 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $786 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $673 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,202 | $58,258-36.1% | $81,820-54.5% | $80,925-54.0% |
| Participation rate | 80.2% | 63.5%+16.8pp | 72.4%+7.8pp | 67.7%+12.6pp |
| Annual return | 15.46% | 41.76%-26.3pp | 777.93%-762.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,852 | $2,345-21.0% | $2,915-36.5% | $2,756-32.8% |
| Participant deferral / active EE | $1,725 | $3,284-47.5% | $4,323-60.1% | $4,299-59.9% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |