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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $6,196 |
TAX SHELTERED COMPENSATION, INC.1+ years Filed as: TSC, INC Service code 15 · EIN 41-0955056 7300 METRO BOULEVARD · EDINA, MN 554394500 | Recordkeeping | $4,020 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,522 | $31,109-56.5% | $67,704-80.0% | $52,331-74.2% |
| Participation rate | 70.8% | 54.0%+16.8pp | 67.5%+3.2pp | 68.1%+2.7pp |
| Annual return | -1.58% | 23.70%-25.3pp | 25.41%-27.0pp | 4.54%-6.1pp |
| Employer contribution / active EE | $193 | $1,076-82.1% | $2,559-92.5% | $1,882-89.7% |
| Participant deferral / active EE | $588 | $1,970-70.2% | $3,585-83.6% | $3,022-80.5% |
| Admin fee / account holder | $114 | $466-75.6% | $4,255-97.3% | $592-80.8% |