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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,260 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,172 |
STIFEL NICOLAUS & CO INC3 years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $10,460 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,443 | $101,672-38.6% | $147,117-57.6% | $74,478-16.2% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 19.89% | 8757.83%-8737.9pp | 420.54%-400.6pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $5,011 | $3,813+31.4% | $4,932+1.6% | $2,626+90.8% |
| Participant deferral / active EE | $10,720 | $7,305+46.8% | $8,065+32.9% | $4,350+146.4% |
| Admin fee / account holder | $126 | $1,753-92.8% | $12,993-99.0% | $1,946-93.5% |