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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $71,663 |
SAMUEL GOLDSTEIN & CO PC5+ years Filed as: SAMUEL A STEWART Service code 27 101 ELLISON AVE · BECKLEY, WV 25801 | Advisory (Plan) | $26,166 |
TRITON SERVICES CORPORATION5+ years Service code 16 · EIN 11-3187413 4114 LEGATO RD · FAIRFAX, VA 22033 | Consulting | $11,994 |
Service code 33 11440 NORTH JOG RD · PALM BEACH GARDENS, FL 33418 | Securities brokerage | $8,821 |
JOHN BURDETTE & ASSOCIATES5+ years Service code 10 · EIN 55-0738771 P.O. BOX 418 · BUCKHANNON, WV 26201 | Accounting | $6,500 |
Participant contribution per participant 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 | $37,604 | $51,620-27.2% | $90,324-58.4% | $65,186-42.3% |
| Participation rate | 99.4% | 68.6%+30.8pp | 73.3%+26.1pp | 70.2%+29.2pp |
| Annual return | 19.74% | 24.94%-5.2pp | 78.15%-58.4pp | 29.39%-9.6pp |
| Employer contribution / active EE | $3,398 | $2,235+52.1% | $2,856+19.0% | $2,177+56.1% |
| Participant deferral / active EE | $522 | $2,871-81.8% | $3,885-86.6% | $3,514-85.1% |
| Admin fee / account holder | $41 | $384-89.3% | $5,356-99.2% | $847-95.1% |