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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSION FINANCIAL SERVICES INC Service code 26 · EIN 58-1485803 3700 CRESTWOOD PKWY NW STE 550 · DULUTH, GA 30096 | Advisory (Participants) | $3,194 |
NATIONWIDE7 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $3,114 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $2,635 |
PPA/TPA1 year Service code 26 150 SATELLITE BLVD. NE STE A · SUWANEE, GA 30024 | Advisory (Participants) | $478 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,136 | $88,186-18.2% | $165,071-56.3% | $74,459-3.1% |
| Participation rate | 72.9% | 73.1%-0.2pp | 78.6%-5.7pp | 67.2%+5.7pp |
| Annual return | 15.00% | 17.13%-2.1pp | 70.17%-55.2pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $1,874 | $2,600-27.9% | $4,347-56.9% | $2,626-28.6% |
| Participant deferral / active EE | $5,555 | $4,505+23.3% | $6,035-8.0% | $4,350+27.7% |
| Admin fee / account holder | $114 | $2,234-94.9% | $12,695-99.1% | $1,945-94.1% |