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| Provider | Service type | Compensation |
|---|---|---|
DEMARS PENSION CONSULTING SERVICES10+ years Service code 10 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 662101515 | Accounting | $6,109 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $890 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,963 | $63,809-15.4% | $81,353-33.7% | $80,935-33.3% |
| Participation rate | 98.0% | 63.9%+34.1pp | 69.5%+28.4pp | 67.7%+30.3pp |
| Annual return | 16.15% | 16.37%-0.2pp | 24.82%-8.7pp | 35.66%-19.5pp |
| Employer contribution / active EE | $463 | $1,981-76.6% | $2,464-81.2% | $2,757-83.2% |
| Participant deferral / active EE | $2,239 | $3,093-27.6% | $3,885-42.4% | $4,299-47.9% |
| Admin fee / account holder | $183 | $5,686-96.8% | $5,766-96.8% | $6,924-97.4% |