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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 | $46,464-32.4% | $150,298-79.1% | $79,634-60.6% |
| Participation rate | 87.8% | 57.0%+30.9pp | 77.8%+10.1pp | 62.5%+25.3pp |
| Annual return | 12.06% | 27.89%-15.8pp | 62.79%-50.7pp | 36.46%-24.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,924 | $2,157+35.6% | $5,453-46.4% | $3,835-23.7% |
| Admin fee / account holder | $85 | $891-90.4% | $14,116-99.4% | $1,002-91.5% |