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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $17,228 |
TAX SHELTERED COMPENSATION, INC.2+ years Filed as: TSC, INC. Service code 15 · EIN 41-0955056 7300 METRO BLVD · EDINA, MN 55439 | Recordkeeping | $6,706 |
PARK AVENUE SECURITIES LLC2+ years Filed as: PARK AVENUE SECURITIES Service code 27 7 HANOVER SQUARE H4C · NEW YORK, NY 10040 | Advisory (Plan) | $0 |
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 | $21,145 | $43,423-51.3% | $78,676-73.1% | $55,167-61.7% |
| Participation rate | 88.4% | 68.0%+20.4pp | 73.6%+14.8pp | 69.0%+19.4pp |
| Annual return | 9.07% | 11.53%-2.5pp | 62.19%-53.1pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,615 | $1,997-19.1% | $2,850-43.3% | $1,963-17.7% |
| Participant deferral / active EE | $1,601 | $2,509-36.2% | $3,517-54.5% | $3,054-47.6% |
| Admin fee / account holder | $134 | $416-67.7% | $4,510-97.0% | $504-73.3% |