Filed May 1, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $120,569 |
REHMANN ROBSON1 year Filed as: REHMANN FINANCIAL GROUP Service code 10 | Accounting | $12,000 |
REHMANN ROBSON1 year Filed as: REHMANN FINANCIAL GROUP LLC Service code 10 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Accounting | $40 |
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 | $124,180 | $88,122+40.9% | $141,197-12.1% | $67,582+83.7% |
| Participation rate | 86.8% | 76.5%+10.4pp | 82.5%+4.3pp | 71.3%+15.5pp |
| Annual return | 35.75% | 75.40%-39.7pp | 71.41%-35.7pp | 378.57%-342.8pp |
| Employer contribution / active EE | $1,708 | $3,224-47.0% | $4,736-63.9% | $2,148-20.5% |
| Participant deferral / active EE | $7,967 | $5,958+33.7% | $6,710+18.7% | $3,539+125.1% |
| Admin fee / account holder | $114 | $131-13.1% | $10,265-98.9% | $142-20.1% |