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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 | $112,596+49.6% | $152,301+10.6% | $64,728+160.1% |
| Participation rate | 93.9% | 63.6%+30.3pp | 82.4%+11.5pp | 57.9%+36.0pp |
| Annual return | 5.51% | 23.76%-18.2pp | 80.50%-75.0pp | 49.38%-43.9pp |
| Employer contribution / active EE | $8,134 | $3,716+118.9% | $4,624+75.9% | $2,243+262.7% |
| Participant deferral / active EE | $7,168 | $6,075+18.0% | $8,004-10.4% | $2,729+162.6% |
| Admin fee / account holder | $233 | $996-76.6% | $14,398-98.4% | $1,145-79.7% |