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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-4156830 | Recordkeeping | $4,720 |
Filed as: THE BENEFIT ADVANTAGE Service code 27 · EIN 38-3254950 | Advisory (Plan) | $525 |
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 | $37,425 | $58,258-35.8% | $81,820-54.3% | $80,925-53.8% |
| Participation rate | 70.0% | 63.5%+6.5pp | 72.4%-2.4pp | 67.7%+2.3pp |
| Annual return | 30.15% | 41.76%-11.6pp | 777.93%-747.8pp | 35.65%-5.5pp |
| Employer contribution / active EE | $2,853 | $2,345+21.6% | $2,915-2.1% | $2,756+3.5% |
| Participant deferral / active EE | $3,838 | $3,284+16.9% | $4,323-11.2% | $4,299-10.7% |
| Admin fee / account holder | $19 | $4,976-99.6% | $7,391-99.7% | $6,940-99.7% |