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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $11,362 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $10,852 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $10,467 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $7,218 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $2,093 |
ERISA SERVICES, INC.5 years Filed as: ERISA SERVICES, INC Service code 14 · EIN 62-1200951 PO BOX 24628 · KNOXVILLE, TN 37933 | Plan Administrator | $1,707 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FINANCIAL Service code 27 · EIN 99-9552241 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Plan) | $1,535 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 99 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Other Fees | $384 |
Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,160 | $49,915+44.6% | $154,803-53.4% | $74,304-2.9% |
| Participation rate | 48.4% | 54.0%-5.5pp | 78.1%-29.6pp | 60.3%-11.9pp |
| Annual return | 12.08% | 34.06%-22.0pp | 58.88%-46.8pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,305 | $1,611-19.0% | $4,305-69.7% | $2,241-41.8% |
| Participant deferral / active EE | $2,392 | $2,255+6.1% | $5,540-56.8% | $3,767-36.5% |
| Admin fee / account holder | $270 | $2,189-87.7% | $14,329-98.1% | $2,969-90.9% |