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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $13,339 |
REHMANN ROBSON5+ years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 26 · EIN 38-3567904 | Advisory (Participants) | $10,870 |
REHMANN ROBSON5+ years Filed as: REHMANN FINANCIAL GROUP Service code 10 · EIN 38-3207459 | Accounting | $7,144 |
Service code 37 · EIN 71-0294708 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,046 | $46,722+2.8% | $130,660-63.2% | $65,186-26.3% |
| Participation rate | 64.1% | 60.9%+3.1pp | 71.7%-7.7pp | 70.2%-6.1pp |
| Annual return | 14.49% | 24.17%-9.7pp | 1709.29%-1694.8pp | 29.39%-14.9pp |
| Employer contribution / active EE | $2,402 | $1,488+61.5% | $4,092-41.3% | $2,177+10.3% |
| Participant deferral / active EE | $2,013 | $2,545-20.9% | $3,603-44.1% | $3,514-42.7% |
| Admin fee / account holder | $0 | $453-100.0% | $5,463-100.0% | $847-100.0% |