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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE1 year Service code 14 · EIN 13-4144565 | Plan Administrator | $18,239 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,756 |
Filed as: VOYA Service code 13 · EIN 71-0294708 | Contract Administrator | $550 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $455 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-3415651 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,880 | $71,230-17.3% | $93,727-37.2% | $80,959-27.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 9.09% | 11.26%-2.2pp | 133.83%-124.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $3,610 | $1,565+130.6% | $2,421+49.1% | $2,757+30.9% |
| Participant deferral / active EE | $3,265 | $4,037-19.1% | $4,417-26.1% | $4,300-24.1% |
| Admin fee / account holder | $125 | $6,961-98.2% | $8,292-98.5% | $6,925-98.2% |