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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $18,466 |
SILVERSTONE ASSET MANAGEMENT INC3+ years Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $13,865 |
GOLDLEAF PARTNERS3+ years Service code 15 14221 GOLF COURSE DRIVE SUITE 200 · BAXTER, MN 56425 | Recordkeeping | $12,734 |
CK FINANCIAL LLC1 year Filed as: M FINANCIAL Service code 37 1125 NW COUCH STREET · PORTLAND, OR 97209 | Loan Processing | $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 | $16,181 | $55,453-70.8% | $170,435-90.5% | $62,293-74.0% |
| Participation rate | 87.8% | 66.4%+21.4pp | 83.6%+4.2pp | 69.5%+18.3pp |
| Annual return | 17.39% | 21.38%-4.0pp | 205.94%-188.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,180 | $2,164+0.7% | $5,432-59.9% | $2,042+6.7% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $63 | $455-86.1% | $13,881-99.5% | $479-86.8% |