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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL STRATEGY NETWORK, LLC1+ years Service code 27 1 N. LASALLE, 33RD FLOOR · CHICAGO, IL 60602 | Advisory (Plan) | $18,693 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $981 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,891 | $41,854+112.4% | $73,836+20.4% | $52,331+69.9% |
| Participation rate | 97.5% | 66.2%+31.2pp | 73.4%+24.0pp | 68.1%+29.4pp |
| Annual return | -1.79% | 2.11%-3.9pp | 2268.06%-2269.8pp | 4.54%-6.3pp |
| Employer contribution / active EE | $2,837 | $1,920+47.7% | $2,787+1.8% | $1,882+50.8% |
| Participant deferral / active EE | $3,223 | $2,498+29.0% | $3,583-10.1% | $3,022+6.6% |
| Admin fee / account holder | $158 | $493-68.0% | $4,882-96.8% | $592-73.3% |