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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,653 |
Filed as: PURSHE KAPLAN STERLING INVESTM Service code 27 18 CORPORATE WOODS BLVD · ALBANY, NY 12211 | Advisory (Plan) | $18,652 |
IRON-CO-FID-COMPREHENSIVE2 years Service code 31 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Named fiduciary | $7,042 |
KCOE ISOM, LLP1 year Filed as: KCOE ISOM LLP Service code 10 · EIN 48-1229278 PO BOX 1100 · SALINA, KS 674021100 | Accounting | $5,574 |
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 | $36,294 | $47,977-24.4% | $154,108-76.4% | $56,289-35.5% |
| Participation rate | 99.5% | 66.2%+33.3pp | 83.0%+16.4pp | 69.9%+29.6pp |
| Annual return | -5.39% | 3.54%-8.9pp | 735.21%-740.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,583 | $2,169-27.0% | $5,298-70.1% | $2,111-25.0% |
| Participant deferral / active EE | $2,550 | $2,392+6.6% | $5,081-49.8% | $3,350-23.9% |
| Admin fee / account holder | $238 | $438-45.7% | $13,411-98.2% | $521-54.4% |