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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $31,205 |
SILVERSTONE ASSET MANAGEMENT INC3+ years Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $20,422 |
GOLDLEAF PARTNERS3+ years Filed as: GOLDLEAF PARTERS Service code 63 14221 GOLF COURSE DRIVE SUITE 200 · BAXTER, MN 56425 | 12b-1 Fees | $8,693 |
CK FINANCIAL LLC1 year Filed as: M FINANCIAL Service code 37 1125 NW COUCH STREET · PORTLAND, OR 97209 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $20,397 | $46,173-55.8% | $170,436-88.0% | $69,631-70.7% |
| Participation rate | 28.7% | 63.9%-35.2pp | 83.6%-54.9pp | 70.7%-42.0pp |
| Annual return | 12.09% | 21.62%-9.5pp | 205.94%-193.8pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $178 | $1,610-88.9% | $5,433-96.7% | $2,032-91.2% |
| Participant deferral / active EE | $440 | $2,080-78.9% | $4,939-91.1% | $3,224-86.4% |
| Admin fee / account holder | $45 | $116-61.2% | $13,880-99.7% | $110-59.3% |