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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $13,973 |
REHMANN ROBSON3+ years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 26 · EIN 38-3567904 | Advisory (Participants) | $11,892 |
REHMANN ROBSON3+ years Filed as: REHMANN FINANCIAL GROUP Service code 10 · EIN 38-3207459 | Accounting | $1,551 |
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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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 | $50,810 | $63,156-19.5% | $122,354-58.5% | $62,293-18.4% |
| Participation rate | 81.4% | 60.0%+21.4pp | 71.6%+9.7pp | 69.5%+11.9pp |
| Annual return | 13.15% | 20.61%-7.5pp | 30.28%-17.1pp | 28.90%-15.7pp |
| Employer contribution / active EE | $3,203 | $1,385+131.3% | $4,051-20.9% | $2,042+56.8% |
| Participant deferral / active EE | $2,633 | $2,321+13.4% | $3,287-19.9% | $3,169-16.9% |
| Admin fee / account holder | $4 | $440-99.0% | $5,479-99.9% | $479-99.1% |