Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $8,592 |
REHMANN ROBSON1+ years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 26 · EIN 38-3567904 | Advisory (Participants) | $6,996 |
REHMANN ROBSON1+ years Filed as: REHMANN FINANCIAL GROUP Service code 10 · EIN 38-3207459 | Accounting | $1,605 |
Filed as: ING LIFE INSURANCE & ANNUITY CO Service code 37 · EIN 71-0294708 | Loan Processing | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 2 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
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 | $36,240 | $37,134-2.4% | $100,671-64.0% | $52,331-30.7% |
| Participation rate | 82.3% | 57.7%+24.6pp | 70.7%+11.6pp | 68.1%+14.2pp |
| Annual return | 2.78% | 0.10%+2.7pp | 20.43%-17.7pp | 4.54%-1.8pp |
| Employer contribution / active EE | $2,165 | $1,187+82.3% | $4,012-46.0% | $1,882+15.0% |
| Participant deferral / active EE | $2,050 | $2,163-5.2% | $3,144-34.8% | $3,022-32.2% |
| Admin fee / account holder | $75 | $467-84.0% | $4,850-98.5% | $592-87.4% |