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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $61,786 |
Service code 28 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Management | $8,160 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,396 | $155,795-37.5% | $136,298-28.5% | $69,631+39.9% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 70.7%+28.0pp |
| Annual return | 11.06% | 232464.33%-232453.3pp | 5156.27%-5145.2pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $9,000 | $2,991+200.9% | $4,696+91.7% | $2,032+342.9% |
| Participant deferral / active EE | $5,262 | $5,394-2.4% | $6,247-15.8% | $3,224+63.2% |
| Admin fee / account holder | $181 | $128+41.4% | $9,244-98.0% | $110+64.2% |