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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,338 |
Filed as: IFP Service code 26 · EIN 59-3331424 | Advisory (Participants) | $6,783 |
NEWPORT GROUP, INC.1 year Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 · EIN 42-1451295 | Recordkeeping | $2,500 |
Filed as: NORTHWESTERN MUTUAL INV. SERVICES Service code 26 ATTENTION IPS COMPENSATION · MILWAUKEE, WI 53202 | Advisory (Participants) | $0 |
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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 | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -4.48% | -2.51%-2.0pp | -102.04%+97.6pp | -0.69%-3.8pp |
| Employer contribution / active EE | $15,335 | $11,346+35.2% | $36,232-57.7% | $16,786-8.6% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |