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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $88,445 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 14 · EIN 52-0807416 | Plan Administrator | $15,645 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 S SIXTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $0 |
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 | $28,243 | $46,360-39.1% | $147,617-80.9% | $52,331-46.0% |
| Participation rate | 97.1% | 64.9%+32.2pp | 84.6%+12.5pp | 68.1%+29.0pp |
| Annual return | -2.98% | 1.62%-4.6pp | 61.98%-65.0pp | 4.54%-7.5pp |
| Employer contribution / active EE | $1,742 | $2,126-18.0% | $5,564-68.7% | $1,882-7.4% |
| Participant deferral / active EE | $2,135 | $2,258-5.4% | $4,895-56.4% | $3,022-29.3% |
| Admin fee / account holder | $24 | $766-96.9% | $11,612-99.8% | $592-96.0% |