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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $80,823 |
1ST GLOBAL CAPITAL CORP3+ years Filed as: 1ST GLOBAL CAPITAL Service code 49 PO BOX 743248 · DALLAS, TX 75374 | Other Services | $0 |
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 | $90,713 | $64,909+39.8% | $82,312+10.2% | $62,293+45.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.21% | 21.18%-9.0pp | 25.88%-13.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $1,659 | $1,676-1.0% | $2,428-31.7% | $2,042-18.7% |
| Participant deferral / active EE | $4,661 | $3,103+50.2% | $3,706+25.8% | $3,169+47.1% |
| Admin fee / account holder | $4 | $440-99.0% | $5,608-99.9% | $479-99.1% |