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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $161,872 |
BEENE GARTER LLP6+ years Filed as: BEENE GARTER Service code 15 · EIN 38-1337372 | Recordkeeping | $33,836 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID COMPREHENSIVE Service code 28 · EIN 26-2409128 | Investment Management | $16,841 |
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 | $46,731 | $52,293-10.6% | $178,499-73.8% | $73,412-36.3% |
| Participation rate | 75.0% | 65.3%+9.7pp | 81.9%-6.9pp | 72.2%+2.8pp |
| Annual return | 15.44% | 34.75%-19.3pp | 151.10%-135.7pp | 59.30%-43.9pp |
| Employer contribution / active EE | $1,413 | $1,735-18.6% | $5,011-71.8% | $2,234-36.8% |
| Participant deferral / active EE | $2,424 | $2,332+3.9% | $5,202-53.4% | $3,806-36.3% |
| Admin fee / account holder | $265 | $127+108.0% | $13,986-98.1% | $158+67.8% |