Filed June 2, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $55,762 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLP Service code 71 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Brokerage Fees | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES Service code 71 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Brokerage Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,365 | $68,413-67.3% | $123,105-81.8% | $55,191-59.5% |
| Participation rate | 81.3% | 84.5%-3.3pp | 86.8%-5.5pp | 69.2%+12.1pp |
| Annual return | -3.04% | 6.30%-9.3pp | 13.22%-16.3pp | 10.78%-13.8pp |
| Employer contribution / active EE | $2,170 | $3,050-28.8% | $5,151-57.9% | $1,899+14.3% |
| Participant deferral / active EE | $4,828 | $4,490+7.5% | $6,229-22.5% | $3,046+58.5% |
| Admin fee / account holder | $159 | $88+80.9% | $9,014-98.2% | $91+75.0% |