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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $146,731 |
BEENE GARTER LLP1 year Filed as: BEENE GARTER A DOEREN MAYHEW FIRM Service code 15 · EIN 87-4032470 | Recordkeeping | $56,091 |
IRON-CO-FID-COMPREHENSIVE7 years Filed as: IRON-CO-FID COMPREHENSIVE Service code 28 · EIN 26-2409128 | Investment Management | $17,410 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,766 | $47,135-15.6% | $149,717-73.4% | $74,440-46.6% |
| Participation rate | 93.3% | 63.4%+29.9pp | 78.8%+14.5pp | 70.7%+22.6pp |
| Annual return | 18.73% | 22.75%-4.0pp | 134.41%-115.7pp | 34.37%-15.6pp |
| Employer contribution / active EE | $1,697 | $1,906-11.0% | $4,820-64.8% | $2,638-35.7% |
| Participant deferral / active EE | $3,236 | $2,728+18.6% | $5,682-43.1% | $4,529-28.6% |
| Admin fee / account holder | $238 | $343-30.6% | $13,213-98.2% | $348-31.6% |