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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,908 | $36,002-47.5% | $161,489-88.3% | $64,728-70.8% |
| Participation rate | 62.4% | 57.4%+5.0pp | 78.7%-16.3pp | 57.9%+4.5pp |
| Annual return | 11.00% | 33.93%-22.9pp | 89.72%-78.7pp | 49.38%-38.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,200 | $1,815-33.9% | $5,630-78.7% | $2,729-56.0% |
| Admin fee / account holder | $121 | $931-87.0% | $16,006-99.2% | $1,145-89.4% |