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| Provider | Service type | Compensation |
|---|---|---|
INWEST RETIREMENT SOLUTIONS1+ years Service code 15 · EIN 75-2408441 | Recordkeeping | $23,225 |
NATIONWIDE1+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $9,154 |
IFAM CAPITAL1+ years Service code 26 2133 SOUTH TIMBERLINE ROAD · FORT COLLINS, CO 80525 | Advisory (Participants) | $5,309 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,356 | $52,293-24.7% | $178,503-78.0% | $73,412-46.4% |
| Participation rate | 93.9% | 65.3%+28.5pp | 81.9%+11.9pp | 72.2%+21.7pp |
| Annual return | 0.00% | 34.75%-34.8pp | 151.12%-151.1pp | 59.30%-59.3pp |
| Employer contribution / active EE | $774 | $1,736-55.4% | $5,011-84.6% | $2,234-65.4% |
| Participant deferral / active EE | $665 | $2,333-71.5% | $5,202-87.2% | $3,806-82.5% |
| Admin fee / account holder | $152 | $127+19.6% | $13,987-98.9% | $158-3.5% |