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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,726 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $6,128 |
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 | $34,983 | $47,977-27.1% | $154,114-77.3% | $56,287-37.8% |
| Participation rate | 80.2% | 66.2%+14.0pp | 83.0%-2.9pp | 69.9%+10.3pp |
| Annual return | 8.94% | 3.54%+5.4pp | 735.16%-726.2pp | -9.96%+18.9pp |
| Employer contribution / active EE | $838 | $2,169-61.4% | $5,298-84.2% | $2,111-60.3% |
| Participant deferral / active EE | $2,687 | $2,392+12.3% | $5,081-47.1% | $3,350-19.8% |
| Admin fee / account holder | $6 | $438-98.5% | $13,411-100.0% | $521-98.8% |