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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $110,573 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 14 · EIN 52-0807416 | Plan Administrator | $20,036 |
RBC WEALTH MANAGEMENT4+ 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 | $27,473 | $47,977-42.7% | $154,111-82.2% | $56,287-51.2% |
| Participation rate | 98.0% | 66.2%+31.9pp | 83.0%+15.0pp | 69.9%+28.2pp |
| Annual return | -7.71% | 3.54%-11.2pp | 735.18%-742.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,079 | $2,169-4.1% | $5,298-60.8% | $2,111-1.5% |
| Participant deferral / active EE | $2,454 | $2,392+2.6% | $5,081-51.7% | $3,350-26.7% |
| Admin fee / account holder | $41 | $438-90.7% | $13,411-99.7% | $521-92.2% |