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| Provider | Service type | Compensation |
|---|---|---|
MONECO ADVISORS1 year Filed as: MONECO ADVISORS, LLC Service code 28 · EIN 46-3758971 2150 POST ROAD · FAIRFIELD, CT 06824 | Investment Management | $26,913 |
NATIONWIDE10+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 432152220 | Recordkeeping | $10,998 |
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 | $31,410 | $36,002-12.8% | $161,489-80.5% | $64,728-51.5% |
| Participation rate | 87.8% | 57.4%+30.4pp | 78.7%+9.1pp | 57.9%+29.9pp |
| Annual return | 12.06% | 33.93%-21.9pp | 89.72%-77.7pp | 49.38%-37.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $2,924 | $1,815+61.1% | $5,630-48.1% | $2,729+7.1% |
| Admin fee / account holder | $85 | $931-90.9% | $16,006-99.5% | $1,145-92.6% |