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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 | $101,539-38.5% | $147,041-57.5% | $74,400-16.1% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 19.89% | 8740.84%-8720.9pp | 419.21%-399.3pp | 1367.51%-1347.6pp |
| Employer contribution / active EE | $5,011 | $3,811+31.5% | $4,935+1.5% | $2,624+90.9% |
| Participant deferral / active EE | $10,720 | $7,304+46.8% | $8,071+32.8% | $4,348+146.5% |
| Admin fee / account holder | $126 | $1,749-92.8% | $13,006-99.0% | $1,944-93.5% |