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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $79,908 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 14 · EIN 52-0807416 | Plan Administrator | $24,042 |
RBC WEALTH MANAGEMENT5+ 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 | $34,641 | $52,961-34.6% | $172,755-79.9% | $65,185-46.9% |
| Participation rate | 98.7% | 66.2%+32.5pp | 82.6%+16.0pp | 70.2%+28.5pp |
| Annual return | 20.10% | 30.12%-10.0pp | 802.94%-782.8pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,924 | $2,190-12.1% | $5,144-62.6% | $2,177-11.6% |
| Participant deferral / active EE | $2,566 | $2,471+3.8% | $5,198-50.6% | $3,514-27.0% |
| Admin fee / account holder | $65 | $472-86.3% | $13,955-99.5% | $847-92.4% |