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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,281 |
REHMANN ROBSON7+ years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 26 · EIN 38-3567904 | Advisory (Participants) | $12,797 |
REHMANN ROBSON7+ years Filed as: REHMANN FINANCIAL GROUP Service code 10 · EIN 38-3207459 | Accounting | $5,338 |
Service code 37 · EIN 71-0294708 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,956 | $58,726-38.8% | $142,898-74.8% | $85,847-58.1% |
| Participation rate | 98.0% | 58.5%+39.5pp | 72.0%+26.0pp | 69.3%+28.6pp |
| Annual return | 9.06% | 27.73%-18.7pp | 5639.64%-5630.6pp | 318.61%-309.5pp |
| Employer contribution / active EE | $2,993 | $1,424+110.2% | $4,146-27.8% | $2,565+16.7% |
| Participant deferral / active EE | $2,000 | $2,609-23.3% | $3,838-47.9% | $3,952-49.4% |
| Admin fee / account holder | $104 | $4,234-97.5% | $6,560-98.4% | $6,261-98.3% |