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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,908 | $50,982-62.9% | $154,803-87.8% | $85,563-77.9% |
| Participation rate | 62.4% | 59.8%+2.6pp | 78.1%-15.7pp | 66.0%-3.6pp |
| Annual return | 11.00% | 30.35%-19.4pp | 58.88%-47.9pp | 31.51%-20.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,200 | $2,474-51.5% | $5,540-78.3% | $4,375-72.6% |
| Admin fee / account holder | $121 | $846-85.7% | $14,329-99.2% | $834-85.5% |