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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON10+ years Filed as: REHMANN FINANCIAL GROUP Service code 26 · EIN 38-3567911 | Advisory (Participants) | $10,497 |
NATIONWIDE10+ years Service code 13 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $1,244 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,080 | $52,507-42.7% | $129,406-76.8% | $74,478-59.6% |
| Participation rate | 99.1% | 53.9%+45.2pp | 69.6%+29.5pp | 67.2%+31.9pp |
| Annual return | 11.44% | 15.64%-4.2pp | 9468.18%-9456.7pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $2,560 | $1,534+66.9% | $4,155-38.4% | $2,626-2.5% |
| Participant deferral / active EE | $1,868 | $2,801-33.3% | $4,167-55.2% | $4,350-57.1% |
| Admin fee / account holder | $121 | $2,639-95.4% | $7,689-98.4% | $1,946-93.8% |