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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 38 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $101,441 |
PENSION ASSURANCE LLP5 years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N KELLEY AVENUE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $1,767 |
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 | $138,564 | $66,124+109.6% | $90,430+53.2% | $73,493+88.5% |
| Participation rate | 84.0% | 69.7%+14.3pp | 72.7%+11.3pp | 70.7%+13.3pp |
| Annual return | 12.06% | 17.65%-5.6pp | 1293.73%-1281.7pp | 28.51%-16.5pp |
| Employer contribution / active EE | $2,749 | $2,346+17.1% | $3,262-15.7% | $2,270+21.1% |
| Participant deferral / active EE | $5,603 | $3,039+84.4% | $3,963+41.4% | $3,740+49.8% |
| Admin fee / account holder | $0 | $396-100.0% | $5,613-100.0% | $513-100.0% |