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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE FINANCIAL Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,291 |
HICKS PENSION SERVICES1+ years Service code 13 · EIN 94-2158860 3459 WEST SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $3,168 |
Annual investment return 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 | $50,542 | $46,732+8.2% | $156,551-67.7% | $55,167-8.4% |
| Participation rate | 85.4% | 65.8%+19.6pp | 84.0%+1.4pp | 69.0%+16.4pp |
| Annual return | -5.74% | 17.72%-23.5pp | 32.23%-38.0pp | 169.23%-175.0pp |
| Employer contribution / active EE | $2,736 | $2,105+30.0% | $5,501-50.3% | $1,963+39.4% |
| Participant deferral / active EE | $4,466 | $2,204+102.6% | $4,871-8.3% | $3,054+46.2% |
| Admin fee / account holder | $89 | $418-78.8% | $13,028-99.3% | $504-82.4% |