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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $13,100 |
REHMANN ROBSON9+ years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 26 · EIN 38-3567904 | Advisory (Participants) | $11,164 |
REHMANN ROBSON9+ years Filed as: REHMANN FINANCIAL GROUP Service code 10 · EIN 38-3207459 | Accounting | $4,396 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,044 | $48,432-54.5% | $121,210-81.8% | $71,529-69.2% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 11.79% | 23.28%-11.5pp | 987.41%-975.6pp | 28.97%-17.2pp |
| Employer contribution / active EE | $2,135 | $1,493+43.0% | $4,171-48.8% | $2,590-17.5% |
| Participant deferral / active EE | $1,383 | $2,756-49.8% | $4,084-66.1% | $4,291-67.8% |
| Admin fee / account holder | $60 | $1,845-96.8% | $5,647-98.9% | $1,588-96.2% |