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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLARKE LANZEN SKALLA INVESTMENT Service code 28 · EIN 13-4109249 17605 WRIGHT STREET · OMAHA, NE 68130 | Investment Management | $61,314 |
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST COMPANY FSB Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,292 |
PRIMARK BENEFITS1+ years Service code 12 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Recordkeeping and information managem... | $27,511 |
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 | $47,810 | $39,245+21.8% | $64,105-25.4% | $52,331-8.6% |
| Participation rate | 81.7% | 58.2%+23.5pp | 68.2%+13.5pp | 68.1%+13.6pp |
| Annual return | -0.79% | 14.79%-15.6pp | 791.24%-792.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,888 | $1,992+45.0% | $2,822+2.4% | $3,022-4.4% |
| Admin fee / account holder | $239 | $592-59.6% | $4,499-94.7% | $592-59.6% |