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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $23,678 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 PO BOX 55757 · BOSTON, MA 02205 | Recordkeeping | $13,529 |
SILVERSTONE ASSET MANAGEMENT INC6+ years Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $13,118 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,332 | $91,179-79.9% | $178,499-89.7% | $79,852-77.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.73% | 24.19%-9.5pp | 151.10%-136.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $3,293 | $3,256+1.2% | $5,011-34.3% | $2,471+33.3% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $56 | $6,749-99.2% | $13,986-99.6% | $5,306-98.9% |