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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $104,573 |
IRON-CO-FID-COMPREHENSIVE9 years Service code 51 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Mgmt Fees | $61,278 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,389 | $110,483+52.4% | $145,433+15.8% | $79,634+111.5% |
| Participation rate | 93.9% | 71.1%+22.8pp | 82.1%+11.8pp | 62.5%+31.4pp |
| Annual return | 5.51% | 24.62%-19.1pp | 66.58%-61.1pp | 36.46%-31.0pp |
| Employer contribution / active EE | $8,134 | $4,053+100.7% | $4,554+78.6% | $2,529+221.6% |
| Participant deferral / active EE | $7,168 | $7,216-0.7% | $7,897-9.2% | $3,835+86.9% |
| Admin fee / account holder | $233 | $680-65.8% | $13,129-98.2% | $1,002-76.8% |