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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,889 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES INC Service code 14 6830 COMMERCE COURT DR · BLACKLICK, OH 43215 | Plan Administrator | $10,307 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE RETIREMENT SERVICES Service code 14 25 MERCHANT STREET SUITE 135 · CINCINNATI, OH 45246 | Plan Administrator | $490 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO INC Service code 27 85 BROAD ST · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,508 | $46,732-81.8% | $156,551-94.6% | $55,167-84.6% |
| Participation rate | 94.6% | 65.8%+28.8pp | 84.0%+10.6pp | 69.0%+25.6pp |
| Annual return | -2.81% | 17.72%-20.5pp | 32.23%-35.0pp | 169.23%-172.0pp |
| Employer contribution / active EE | $868 | $2,105-58.8% | $5,501-84.2% | $1,963-55.8% |
| Participant deferral / active EE | $407 | $2,204-81.6% | $4,871-91.7% | $3,054-86.7% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |