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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $9,248 |
Filed as: CLARKE LANZEN SKALLA Service code 26 · EIN 13-4109249 | Advisory (Participants) | $5,081 |
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $5,010 |
NATIONWIDE1+ years Service code 15 | Recordkeeping | $3,436 |
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 | $23,568 | $37,117-36.5% | $147,617-84.0% | $55,191-57.3% |
| Participation rate | 77.9% | 63.6%+14.3pp | 84.6%-6.7pp | 69.2%+8.8pp |
| Annual return | -2.33% | 3.44%-5.8pp | 61.98%-64.3pp | 10.78%-13.1pp |
| Employer contribution / active EE | $982 | $1,620-39.4% | $5,564-82.4% | $1,899-48.3% |
| Participant deferral / active EE | $925 | $1,985-53.4% | $4,895-81.1% | $3,046-69.6% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |