Filed May 1, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $132,372 |
REHMANN ROBSON5 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 10 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Accounting | $3,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,000 | $95,438+50.9% | $135,982+5.9% | $74,473+93.4% |
| Participation rate | 94.6% | 78.2%+16.4pp | 81.9%+12.7pp | 70.7%+23.9pp |
| Annual return | 22.04% | 32.61%-10.6pp | 68.32%-46.3pp | 34.36%-12.3pp |
| Employer contribution / active EE | $2,364 | $3,878-39.0% | $4,859-51.3% | $2,638-10.4% |
| Participant deferral / active EE | $11,737 | $7,790+50.7% | $7,760+51.3% | $4,530+159.1% |
| Admin fee / account holder | $106 | $259-59.1% | $10,767-99.0% | $347-69.5% |