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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $88,725 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 14 · EIN 52-0807416 | Plan Administrator | $17,210 |
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 S SIXTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $0 |
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 | $29,973 | $46,732-35.9% | $156,551-80.9% | $55,167-45.7% |
| Participation rate | 97.9% | 65.8%+32.1pp | 84.0%+13.9pp | 69.0%+28.9pp |
| Annual return | 6.45% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,505 | $2,105-28.5% | $5,501-72.7% | $1,963-23.3% |
| Participant deferral / active EE | $2,134 | $2,204-3.2% | $4,871-56.2% | $3,054-30.1% |
| Admin fee / account holder | $32 | $418-92.3% | $13,028-99.8% | $504-93.6% |