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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $20,145 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT & COMPANY INC Service code 28 100 MADISON ST STE 1300 · SYRACUSE, NY 13202 | Investment Management | $15,259 |
Filed as: SIGNATURE ESTATE SECURITIES, LLC Service code 28 | Investment Management | $13,666 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $0 |
PROACCOUNT1 year Service code 28 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,390 | $65,960-57.0% | $81,882-65.3% | $77,762-63.5% |
| Participation rate | 63.4% | 65.8%-2.3pp | 72.4%-9.0pp | 70.6%-7.2pp |
| Annual return | 14.00% | 26.64%-12.6pp | 779.47%-765.5pp | 31.27%-17.3pp |
| Employer contribution / active EE | $2,006 | $2,375-15.5% | $2,916-31.2% | $2,728-26.5% |
| Participant deferral / active EE | $3,664 | $3,505+4.5% | $4,323-15.2% | $4,651-21.2% |
| Admin fee / account holder | $79 | $526-84.9% | $7,360-98.9% | $433-81.7% |