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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 21 · EIN 31-4156830 ONCE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $40,062 |
RBC WEALTH MANAGEMENT10+ years Filed as: RBC CAPITAL MARKETS LLC Service code 26 250 NICOLLET MALL, SUITE 1800 · MINNEAPOLIS, MN 554011931 | Advisory (Participants) | $26,723 |
Filed as: CBIZ BENEFITS & INSURANCE SERV INC. Service code 14 | Plan Administrator | $25,643 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $9,682 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $4,491 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 14 · EIN 31-1582098 | Plan Administrator | $2,349 |
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 | $37,495 | $55,470-32.4% | $155,556-75.9% | $74,478-49.7% |
| Participation rate | 94.8% | 61.9%+32.9pp | 78.2%+16.6pp | 67.2%+27.6pp |
| Annual return | 11.33% | 269.80%-258.5pp | 64.84%-53.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $2,220 | $2,267-2.1% | $4,675-52.5% | $2,626-15.5% |
| Participant deferral / active EE | $3,458 | $2,838+21.8% | $5,631-38.6% | $4,350-20.5% |
| Admin fee / account holder | $71 | $1,744-95.9% | $15,885-99.6% | $1,946-96.4% |