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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLARKE LANZEN SKALLA Service code 26 · EIN 13-4109249 | Advisory (Participants) | $28,227 |
NATIONAL BENEFIT SERVICES, LLC2+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $15,750 |
NATIONWIDE2+ years Service code 15 | Recordkeeping | $12,097 |
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $9,760 |
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 | $25,692 | $36,916-30.4% | $156,551-83.6% | $57,658-55.4% |
| Participation rate | 72.5% | 63.4%+9.1pp | 84.0%-11.5pp | 70.2%+2.3pp |
| Annual return | 5.56% | 12.38%-6.8pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,073 | $1,571-31.7% | $5,501-80.5% | $1,974-45.6% |
| Participant deferral / active EE | $951 | $1,926-50.6% | $4,871-80.5% | $3,061-68.9% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |