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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 33 LIBERTY STREET · NEW YORK, NY 10045 | Other Fees | $249,164 |
NATIONWIDE3 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $76,744 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 22 5900 O STREET · LINCOLN, NE 68510 | Insurance Broker | $54,446 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $278,553-100.0% | $267,477-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.5%-35.5pp | 44.4%-44.4pp |
| Annual return | -12.61% | -41.92%+29.3pp | -38.86%+26.2pp | -14.65%+2.0pp |
| Employer contribution / active EE | $72,589 | $40,095+81.0% | $37,752+92.3% | $46,321+56.7% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |