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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $239,522 |
PENSION ASSURANCE LLP6 years Filed as: KB PENSION SERVICES Service code 13 · EIN 65-0721164 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $22,161 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES OF AMERICA Service code 28 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,309 | $56,540+10.2% | $185,849-66.5% | $86,821-28.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 15.76% | 118.20%-102.4pp | 122.10%-106.3pp | 97.94%-82.2pp |
| Employer contribution / active EE | $2,419 | $1,844+31.1% | $5,169-53.2% | $2,406+0.5% |
| Participant deferral / active EE | $4,957 | $2,555+94.0% | $5,569-11.0% | $4,132+20.0% |
| Admin fee / account holder | $265 | $150+77.2% | $16,244-98.4% | $170+56.4% |