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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,403 |
Service code 10 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 662101515 | Accounting | $7,015 |
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 | $25,537 | $46,072-44.6% | $69,779-63.4% | $55,167-53.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 5.73% | 8.68%-2.9pp | 12.99%-7.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $414 | $1,500-72.4% | $2,338-82.3% | $1,963-78.9% |
| Participant deferral / active EE | $1,494 | $2,344-36.3% | $2,931-49.0% | $3,054-51.1% |
| Admin fee / account holder | $162 | $428-62.1% | $4,381-96.3% | $504-67.8% |