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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-1592130 | Recordkeeping | $36,468 |
CALTON & ASSOCIATES, INC.5 years Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,334 | $73,848+45.3% | $143,799-25.4% | $68,486+56.7% |
| Participation rate | 70.3% | 66.7%+3.6pp | 80.3%-10.0pp | 67.9%+2.4pp |
| Annual return | -19.25% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $3,766 | $3,184+18.3% | $4,952-24.0% | $2,597+45.0% |
| Participant deferral / active EE | $5,716 | $3,385+68.9% | $5,638+1.4% | $4,028+41.9% |
| Admin fee / account holder | $29,341 | $5,755+409.8% | $14,677+99.9% | $5,404+443.0% |