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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,646 |
PURSHE KAPLAN STERLING INV3 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 27 18 CORPORATE WOODS BLVD · ALBANY, NY 12211 | Advisory (Plan) | $27,966 |
KCOE ISOM, LLP4 years Filed as: KCOE ISOM LLP Service code 10 · EIN 48-1229278 PO BOX 1100 · SALINA, KS 674021100 | Accounting | $6,991 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 31 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Named fiduciary | $5,510 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,702 | $61,166-25.3% | $185,849-75.4% | $79,391-42.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.28% | 19.45%-7.2pp | 122.10%-109.8pp | 116.88%-104.6pp |
| Employer contribution / active EE | $1,920 | $2,321-17.3% | $5,169-62.9% | $2,428-20.9% |
| Participant deferral / active EE | $2,782 | $2,789-0.2% | $5,569-50.0% | $4,046-31.2% |
| Admin fee / account holder | $198 | $710-72.1% | $16,244-98.8% | $627-68.4% |