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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,640 |
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $1,877 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $489 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $137 |
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 | $47,229 | $59,191-20.2% | $76,767-38.5% | $56,289-16.1% |
| Participation rate | 71.8% | 75.2%-3.4pp | 77.0%-5.1pp | 69.9%+2.0pp |
| Annual return | -6.05% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,224 | $1,759+26.4% | $2,485-10.5% | $2,111+5.3% |
| Participant deferral / active EE | $2,957 | $3,255-9.2% | $3,852-23.2% | $3,350-11.7% |
| Admin fee / account holder | $92 | $489-81.3% | $6,675-98.6% | $521-82.4% |