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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $71,423 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 14 · EIN 52-0807416 | Plan Administrator | $22,708 |
RBC WEALTH MANAGEMENT6+ years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 S SIXTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $18,139 |
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 | $42,493 | $58,888-27.8% | $178,499-76.2% | $73,493-42.2% |
| Participation rate | 98.7% | 66.2%+32.4pp | 81.9%+16.7pp | 70.7%+28.0pp |
| Annual return | 16.67% | 24.86%-8.2pp | 151.10%-134.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,071 | $2,236-7.4% | $5,011-58.7% | $2,270-8.7% |
| Participant deferral / active EE | $2,726 | $2,568+6.2% | $5,202-47.6% | $3,740-27.1% |
| Admin fee / account holder | $62 | $400-84.5% | $13,986-99.6% | $513-87.9% |