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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,053 |
Service code 22 ATTN INSURANCE COMMISSIONS · SAN DIEGO, CA 92101 | Insurance Broker | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,751 | $58,320-61.0% | $86,438-73.7% | $66,938-66.0% |
| Participation rate | 73.4% | 78.6%-5.2pp | 80.3%-7.0pp | 69.8%+3.6pp |
| Annual return | -12.58% | -9.71%-2.9pp | 4397.19%-4409.8pp | 1.58%-14.2pp |
| Employer contribution / active EE | $2,226 | $2,615-14.9% | $3,769-40.9% | $2,545-12.5% |
| Participant deferral / active EE | $4,081 | $6,899-40.8% | $6,952-41.3% | $4,238-3.7% |
| Admin fee / account holder | $0 | $546-100.0% | $6,733-100.0% | $594-100.0% |