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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,673 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $4,330 |
Filed as: IRON CO FID TRADITIONAL Service code 22 · EIN 26-2409128 630 DUNDEE RD. SUITE 200 · NORTHBROOK, IL 60062 | Insurance Broker | $3,082 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INS CO Service code 22 · EIN 31-4156830 10 W. NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Insurance Broker | $771 |
Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 52 1300 S. CLINTON ST · FORT WAYNE, IN 46802 | Indirect Investment Fees | $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 | $28,526 | $32,425-12.0% | $74,577-61.7% | $55,167-48.3% |
| Participation rate | 87.8% | 54.0%+33.8pp | 68.1%+19.7pp | 69.0%+18.8pp |
| Annual return | 10.31% | 10.63%-0.3pp | 20.47%-10.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $3,553 | $1,043+240.5% | $2,525+40.7% | $1,963+81.0% |
| Participant deferral / active EE | $4,322 | $1,995+116.7% | $3,458+25.0% | $3,054+41.5% |
| Admin fee / account holder | $265 | $748-64.7% | $4,138-93.6% | $504-47.5% |