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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 27 · EIN 82-1364595 | Advisory (Plan) | $3,125 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 27 600 S NICOLET RD · APPLETON, WI 54914 | Advisory (Plan) | $3,125 |
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 52 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Indirect Investment Fees | $700 |
ROGER E MAHER2 years Filed as: ROGER BLACKMON Service code 27 1241 CAMPBELL ROAD · HOUSTON, TX 77055 | Advisory (Plan) | $125 |
NATIONWIDE1 year Service code 99 · EIN 31-4177100 | Other Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,784 | $50,919-53.3% | $155,556-84.7% | $77,762-69.4% |
| Participation rate | 26.4% | 63.1%-36.7pp | 78.2%-51.9pp | 70.6%-44.2pp |
| Annual return | 5.35% | 34.84%-29.5pp | 64.84%-59.5pp | 31.27%-25.9pp |
| Employer contribution / active EE | $731 | $1,991-63.3% | $4,675-84.4% | $2,728-73.2% |
| Participant deferral / active EE | $1,276 | $2,824-54.8% | $5,631-77.3% | $4,651-72.6% |
| Admin fee / account holder | $102 | $437-76.6% | $15,885-99.4% | $433-76.4% |