Filed May 1, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $153,021 |
REHMANN ROBSON4 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 10 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Accounting | $625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,736 | $82,188+53.0% | $125,391+0.3% | $64,824+94.0% |
| Participation rate | 92.2% | 77.9%+14.3pp | 82.4%+9.9pp | 71.5%+20.8pp |
| Annual return | -14.53% | 3.50%-18.0pp | 572.41%-586.9pp | 32.84%-47.4pp |
| Employer contribution / active EE | $2,036 | $3,617-43.7% | $4,816-57.7% | $2,507-18.8% |
| Participant deferral / active EE | $10,090 | $7,177+40.6% | $7,448+35.5% | $4,311+134.0% |
| Admin fee / account holder | $127 | $163-22.2% | $10,009-98.7% | $188-32.4% |