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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $175,123 |
IRON-CO-FID-COMPREHENSIVE8 years Service code 51 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Mgmt Fees | $63,305 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,625 | $106,230+54.0% | $147,080+11.2% | $77,736+110.5% |
| Participation rate | 88.3% | 78.4%+10.0pp | 82.2%+6.2pp | 70.6%+17.8pp |
| Annual return | 18.36% | 56.91%-38.5pp | 420.17%-401.8pp | 31.26%-12.9pp |
| Employer contribution / active EE | $7,283 | $4,072+78.8% | $4,933+47.6% | $2,728+167.0% |
| Participant deferral / active EE | $5,735 | $8,001-28.3% | $8,066-28.9% | $4,651+23.3% |
| Admin fee / account holder | $232 | $338-31.4% | $12,989-98.2% | $433-46.5% |