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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC1 year Service code 26 · EIN 83-1143379 | Advisory (Participants) | $11,520 |
NATIONWIDE7+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,976 |
AVINTUS1 year Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $3,075 |
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 | $46,833 | $51,226-8.6% | $82,744-43.4% | $66,938-30.0% |
| Participation rate | 29.0% | 67.9%-38.9pp | 72.6%-43.6pp | 69.8%-40.8pp |
| Annual return | -16.71% | -9.61%-7.1pp | 702.22%-718.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $500 | $2,612-80.9% | $3,008-83.4% | $2,545-80.4% |
| Participant deferral / active EE | $1,361 | $3,460-60.7% | $4,395-69.0% | $4,238-67.9% |
| Admin fee / account holder | $0 | $416-100.0% | $5,325-100.0% | $594-100.0% |