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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS9 years Filed as: AMERICAN STATE BANK Service code 26 525 N MAIN · SIOUX CENTER, IA 51250 | Advisory (Participants) | $37,935 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $12,493 |
NATIONWIDE10+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,991 | $50,919+65.0% | $155,556-46.0% | $77,762+8.0% |
| Participation rate | 52.1% | 63.1%-11.0pp | 78.2%-26.1pp | 70.6%-18.5pp |
| Annual return | 13.30% | 34.84%-21.5pp | 64.84%-51.5pp | 31.27%-18.0pp |
| Employer contribution / active EE | $378 | $1,991-81.0% | $4,675-91.9% | $2,728-86.2% |
| Participant deferral / active EE | $1,694 | $2,824-40.0% | $5,631-69.9% | $4,651-63.6% |
| Admin fee / account holder | $149 | $437-65.9% | $15,885-99.1% | $433-65.6% |