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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,433 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $5,456 |
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 | $39,941 | $80,753-50.5% | $136,298-70.7% | $62,293-35.9% |
| Participation rate | 72.6% | 73.5%-0.9pp | 81.9%-9.3pp | 69.5%+3.1pp |
| Annual return | 12.53% | 35.83%-23.3pp | 5156.27%-5143.7pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,177 | $2,884-59.2% | $4,696-74.9% | $2,042-42.4% |
| Participant deferral / active EE | $3,456 | $5,164-33.1% | $6,247-44.7% | $3,169+9.0% |
| Admin fee / account holder | $14 | $525-97.3% | $9,244-99.8% | $479-97.1% |