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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $14,034 |
SILVERSTONE ASSET MANAGEMENT INC1+ years Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $10,255 |
GOLDLEAF PARTNERS1+ years Service code 15 14221 GOLF COURSE DRIVE SUITE 200 · BAXTER, MN 56425 | Recordkeeping | $9,583 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,217 | $46,360-73.6% | $147,617-91.7% | $52,331-76.7% |
| Participation rate | 95.2% | 64.9%+30.3pp | 84.6%+10.6pp | 68.1%+27.1pp |
| Annual return | -2.61% | 1.62%-4.2pp | 61.98%-64.6pp | 4.54%-7.2pp |
| Employer contribution / active EE | $3,578 | $2,126+68.3% | $5,564-35.7% | $1,882+90.1% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $166 | $766-78.3% | $11,612-98.6% | $592-71.9% |