Filed May 1, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $127,198 |
REHMANN ROBSON2 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 10 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Accounting | $400 |
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 | $144,696 | $100,801+43.5% | $149,745-3.4% | $73,412+97.1% |
| Participation rate | 90.3% | 77.7%+12.6pp | 82.5%+7.8pp | 72.2%+18.1pp |
| Annual return | 12.78% | 265.34%-252.6pp | 276.72%-263.9pp | 59.30%-46.5pp |
| Employer contribution / active EE | $1,841 | $3,312-44.4% | $4,646-60.4% | $2,234-17.6% |
| Participant deferral / active EE | $8,269 | $6,404+29.1% | $6,843+20.8% | $3,806+117.3% |
| Admin fee / account holder | $123 | $181-32.1% | $9,312-98.7% | $158-22.3% |