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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $57,604 |
SAMUEL GOLDSTEIN & CO PC2+ years Filed as: SAMUEL A STEWART Service code 27 101 ELLISON AVE · BECKLEY, WV 25801 | Advisory (Plan) | $27,497 |
TRITON SERVICES CORPORATION2+ years Service code 16 · EIN 11-3187413 10432 BALLS FORD ROAD · MANASSAS, VA 201092515 | Consulting | $9,639 |
JOHN BURDETTE & ASSOCIATES2+ years Service code 10 · EIN 55-0738771 P.O. BOX 418 · BUCKHANNON, WV 26201 | Accounting | $6,000 |
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 | $31,708 | $43,423-27.0% | $78,676-59.7% | $55,167-42.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 6.41% | 11.53%-5.1pp | 62.19%-55.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,882 | $1,997+44.3% | $2,850+1.1% | $1,963+46.8% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $43 | $416-89.6% | $4,510-99.0% | $504-91.4% |