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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 | $38,165-50.5% | $189,758-90.0% | $69,255-72.7% |
| Participation rate | 62.4% | 66.7%-4.3pp | 79.8%-17.4pp | 69.0%-6.6pp |
| Annual return | 11.00% | 14.65%-3.6pp | 52.62%-41.6pp | 26.73%-15.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $4,767-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $1,200 | $2,073-42.1% | $5,856-79.5% | $2,890-58.5% |
| Admin fee / account holder | $121 | $714-83.1% | $20,388-99.4% | $733-83.5% |