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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,828 |
PURSHE KAPLAN STERLING INV2 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 27 18 CORPORATE WOODS BLVD · ALBANY, NY 12211 | Advisory (Plan) | $24,589 |
KCOE ISOM, LLP3 years Filed as: KCOE ISOM LLP Service code 10 · EIN 48-1229278 PO BOX 1100 · SALINA, KS 674021100 | Accounting | $6,147 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 31 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Named fiduciary | $5,590 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,092 | $58,895-20.0% | $178,503-73.6% | $73,497-35.9% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.1pp | 70.7%+28.4pp |
| Annual return | 14.82% | 24.86%-10.0pp | 151.12%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,534 | $2,236+13.3% | $5,011-49.4% | $2,270+11.6% |
| Participant deferral / active EE | $2,308 | $2,567-10.1% | $5,202-55.6% | $3,740-38.3% |
| Admin fee / account holder | $193 | $400-51.7% | $13,987-98.6% | $513-62.3% |