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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $40,147 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $9,867 |
Filed as: BENEFIT PLANS, INC. Service code 15 16924 FRANCES ST, STE 100 · OMAHA, NE 68130 | Recordkeeping | $8,313 |
Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,666 | $122,042-65.9% | $184,260-77.4% | $74,459-44.0% |
| Participation rate | 94.7% | 85.5%+9.2pp | 86.8%+7.8pp | 67.2%+27.4pp |
| Annual return | 16.72% | 19.91%-3.2pp | 28.84%-12.1pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $3,262 | $4,537-28.1% | $6,427-49.3% | $2,626+24.2% |
| Participant deferral / active EE | $5,637 | $7,143-21.1% | $9,133-38.3% | $4,350+29.6% |
| Admin fee / account holder | $27 | $1,252-97.8% | $13,898-99.8% | $1,945-98.6% |