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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $10,372 |
REHMANN ROBSON2+ years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 26 · EIN 38-3567904 | Advisory (Participants) | $8,671 |
REHMANN ROBSON2+ years Filed as: REHMANN FINANCIAL GROUP Service code 10 · EIN 38-3207459 | Accounting | $1,827 |
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.
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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 | $40,627 | $38,969+4.3% | $109,313-62.8% | $55,167-26.4% |
| Participation rate | 85.6% | 58.2%+27.4pp | 71.3%+14.3pp | 69.0%+16.6pp |
| Annual return | 11.77% | 8.26%+3.5pp | 22.07%-10.3pp | 169.23%-157.5pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,239 | $2,176+2.9% | $3,166-29.3% | $3,054-26.7% |
| Admin fee / account holder | $6 | $501-98.8% | $5,666-99.9% | $504-98.9% |