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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $75,537 |
1ST GLOBAL CAPITAL CORP4+ years Filed as: 1ST GLOBAL CAPITAL Service code 49 PO BOX 743248 · DALLAS, TX 75374 | Other Services | $0 |
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 | $88,890 | $59,186+50.2% | $76,768+15.8% | $56,287+57.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -3.88% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,553 | $1,759-11.7% | $2,485-37.5% | $2,111-26.4% |
| Participant deferral / active EE | $4,237 | $3,255+30.2% | $3,852+10.0% | $3,350+26.5% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |