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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,287 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $18,426 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 23 · EIN 31-4156830 | Insurance services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,980 | $59,191-67.9% | $76,767-75.3% | $56,289-66.3% |
| Participation rate | 97.8% | 75.2%+22.6pp | 77.0%+20.9pp | 69.9%+28.0pp |
| Annual return | -6.85% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,988 | $1,759+13.1% | $2,485-20.0% | $2,111-5.8% |
| Participant deferral / active EE | $3,471 | $3,255+6.6% | $3,852-9.9% | $3,350+3.6% |
| Admin fee / account holder | $139 | $489-71.5% | $6,675-97.9% | $521-73.3% |