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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,056 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $6,954 |
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 | $39,486 | $46,732-15.5% | $156,551-74.8% | $55,167-28.4% |
| Participation rate | 75.9% | 65.8%+10.1pp | 84.0%-8.2pp | 69.0%+6.9pp |
| Annual return | -0.90% | 17.72%-18.6pp | 32.23%-33.1pp | 169.23%-170.1pp |
| Employer contribution / active EE | $908 | $2,105-56.9% | $5,501-83.5% | $1,963-53.7% |
| Participant deferral / active EE | $2,295 | $2,204+4.1% | $4,871-52.9% | $3,054-24.9% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |