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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,742 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 | Recordkeeping | $17,588 |
Filed as: CORPORATE FINANCIAL SERVICES Service code 34 · EIN 80-0138348 | Recordkeeping fees; Participant commu... | $9,986 |
INVESCO3+ years Filed as: CLARKE LANZEN SKALLA INVES FIRM Service code 49 · EIN 13-4109249 | Other Services | $4,742 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID--INDEX-COMPREHENSIVE Service code 31 · EIN 26-2409128 | Named fiduciary | $805 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,646 | $84,236+17.1% | $170,435-42.1% | $70,126+40.7% |
| Participation rate | 98.5% | 70.8%+27.7pp | 83.6%+14.9pp | 69.5%+29.0pp |
| Annual return | 14.56% | 23.06%-8.5pp | 205.94%-191.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $5,693 | $3,387+68.1% | $5,432+4.8% | $2,343+143.0% |
| Participant deferral / active EE | $4,411 | $3,086+43.0% | $4,939-10.7% | $3,332+32.4% |
| Admin fee / account holder | $134 | $5,698-97.7% | $13,881-99.0% | $4,645-97.1% |