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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $114,526 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 28 · EIN 11-3018002 | Investment Management | $63,685 |
OSAIC WEALTH INC1 year Service code 28 · EIN 93-0987232 | Investment Management | $16,208 |
AMERICAN PORTFOLIOS FINANCIAL10+ years Service code 28 · EIN 11-3018002 | Investment Management | $3,112 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $1,860 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,245 | $50,860+217.0% | $155,574+3.6% | $77,714+107.5% |
| Participation rate | 77.0% | 63.1%+13.9pp | 78.2%-1.2pp | 70.6%+6.4pp |
| Annual return | 15.70% | 34.86%-19.2pp | 64.87%-49.2pp | 31.26%-15.6pp |
| Employer contribution / active EE | $2,872 | $1,991+44.3% | $4,676-38.6% | $2,727+5.3% |
| Participant deferral / active EE | $4,279 | $2,825+51.5% | $5,629-24.0% | $4,649-8.0% |
| Admin fee / account holder | $6 | $436-98.5% | $15,914-100.0% | $433-98.5% |