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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 | $88,087-18.1% | $164,866-56.2% | $74,546-3.2% |
| Participation rate | 72.9% | 73.1%-0.2pp | 78.6%-5.7pp | 67.2%+5.7pp |
| Annual return | 15.00% | 17.27%-2.3pp | 69.97%-55.0pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $1,874 | $2,595-27.8% | $4,343-56.8% | $2,624-28.6% |
| Participant deferral / active EE | $5,555 | $4,499+23.5% | $6,033-7.9% | $4,347+27.8% |
| Admin fee / account holder | $114 | $2,232-94.9% | $12,689-99.1% | $1,944-94.1% |