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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $14,285 |
SENTINEL PENSION LLC3 years Filed as: SENTINEL PENSION Service code 26 | Advisory (Participants) | $7,016 |
SENTINEL PENSION LLC6 years Service code 10 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $6,246 |
Filed as: AVANTAX ADVISORY SERVICES Service code 26 · EIN 75-2176682 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Advisory (Participants) | $4,373 |
BRINKER CAPITAL5 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $1,615 |
EISNERAMPER LLP2 years Filed as: EISNERAMPER, LLP Service code 10 8550 UNITED PLAZA BLVD STE 1001 · BATON ROUGE, LA 70809 | Accounting | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,778 | $63,703-39.1% | $93,063-58.3% | $82,448-53.0% |
| Participation rate | 95.2% | 63.8%+31.4pp | 72.1%+23.1pp | 68.1%+27.2pp |
| Annual return | 13.54% | -775.43%+789.0pp | 34.15%-20.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $595 | $1,729-65.6% | $2,476-76.0% | $2,551-76.7% |
| Participant deferral / active EE | $2,299 | $2,919-21.2% | $3,958-41.9% | $4,139-44.5% |
| Admin fee / account holder | $296 | $5,982-95.1% | $6,033-95.1% | $7,234-95.9% |