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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 51 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $29,203 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $27,727 |
PEERY & ASSOCIATES, INC.7 years Service code 15 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Recordkeeping | $8,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,908 | $46,464-59.3% | $150,298-87.4% | $79,634-76.3% |
| Participation rate | 62.4% | 57.0%+5.4pp | 77.8%-15.4pp | 62.5%-0.1pp |
| Annual return | 11.00% | 27.89%-16.9pp | 62.79%-51.8pp | 36.46%-25.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,200 | $2,157-44.4% | $5,453-78.0% | $3,835-68.7% |
| Admin fee / account holder | $121 | $891-86.4% | $14,116-99.1% | $1,002-87.9% |