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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 43-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $17,100 |
NATIONWIDE10+ years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $1,915 |
ERISA SERVICES, INC.4 years Filed as: ERISA SERVICES, INC Service code 14 · EIN 62-1200951 PO BOX 24628 · KNOXVILLE, TN 37933 | Plan Administrator | $1,750 |
Filed as: IRON FINANCIAL Service code 27 · EIN 99-9552241 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Plan) | $1,547 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 99 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Other Fees | $387 |
PPA/TPA2 years Filed as: PPA/TPA MARLY STONE Service code 26 705 EAST 4TH STREET · CHATTANOOGA, TN 374031916 | Advisory (Participants) | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,408 | $55,470+8.9% | $155,556-61.2% | $74,478-18.9% |
| Participation rate | 56.0% | 61.9%-5.9pp | 78.2%-22.2pp | 67.2%-11.2pp |
| Annual return | 13.19% | 269.80%-256.6pp | 64.84%-51.6pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $1,402 | $2,267-38.1% | $4,675-70.0% | $2,626-46.6% |
| Participant deferral / active EE | $2,382 | $2,838-16.1% | $5,631-57.7% | $4,350-45.2% |
| Admin fee / account holder | $207 | $1,744-88.2% | $15,885-98.7% | $1,946-89.4% |