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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 | $145,174+16.0% | $182,262-7.6% | $69,255+143.1% |
| Participation rate | 93.9% | 77.3%+16.6pp | 84.2%+9.7pp | 69.0%+24.9pp |
| Annual return | 5.51% | 24.21%-18.7pp | 140.60%-135.1pp | 26.73%-21.2pp |
| Employer contribution / active EE | $8,134 | $4,864+67.2% | $5,046+61.2% | $2,645+207.5% |
| Participant deferral / active EE | $7,168 | $7,703-6.9% | $8,276-13.4% | $2,890+148.0% |
| Admin fee / account holder | $233 | $791-70.6% | $16,712-98.6% | $733-68.2% |