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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,803 |
RPA FINANCIAL, LLC2+ years Service code 26 · EIN 83-1143379 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $5,667 |
DEFINITI LLC2+ years Service code 13 · EIN 85-0833363 3 HOLLAND STREET · ERIE, PA 16507 | Contract Administrator | $1,700 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,199 | $80,763-91.1% | $102,412-93.0% | $74,459-90.3% |
| Participation rate | 78.1% | 65.7%+12.4pp | 74.5%+3.6pp | 67.2%+10.8pp |
| Annual return | 9.05% | 27.57%-18.5pp | 24.94%-15.9pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $1,568 | $3,160-50.4% | $3,870-59.5% | $2,626-40.3% |
| Participant deferral / active EE | $1,983 | $3,862-48.6% | $5,060-60.8% | $4,350-54.4% |
| Admin fee / account holder | $37 | $2,371-98.4% | $8,388-99.6% | $1,945-98.1% |