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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $32,065 |
TAX SHELTERED COMPENSATION, INC.4+ years Filed as: TSC, INC. Service code 15 · EIN 41-0955056 7300 METRO BLVD · EDINA, MN 55439 | Recordkeeping | $8,484 |
PARK AVENUE SECURITIES LLC4+ 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 | $20,158 | $44,873-55.1% | $79,476-74.6% | $56,287-64.2% |
| Participation rate | 93.0% | 68.7%+24.2pp | 73.3%+19.6pp | 69.9%+23.1pp |
| Annual return | -5.48% | 0.81%-6.3pp | 718.21%-723.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,490 | $2,140-30.4% | $2,800-46.8% | $2,111-29.4% |
| Participant deferral / active EE | $1,558 | $2,746-43.3% | $3,704-57.9% | $3,350-53.5% |
| Admin fee / account holder | $202 | $418-51.8% | $5,113-96.1% | $521-61.3% |