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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $288,685 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,804 |
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $13,635 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,009 |
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 | $78,752 | $65,118+20.9% | $76,768+2.6% | $55,725+41.3% |
| Participation rate | 86.3% | 79.6%+6.7pp | 77.0%+9.3pp | 70.9%+15.4pp |
| Annual return | -5.89% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $3,803 | $1,941+96.0% | $2,485+53.0% | $2,078+83.0% |
| Participant deferral / active EE | $6,290 | $3,688+70.5% | $3,852+63.3% | $3,356+87.4% |
| Admin fee / account holder | $98 | $116-15.8% | $6,675-98.5% | $115-15.3% |