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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INS. CMOP Service code 72 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Other investment fees and expenses | $24,994 |
SECURITIES AMERICA INC1 year Service code 26 12325 PORT GRACIE BLVD · LA VISTA, NE 68128 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,576 | $46,173-68.4% | $170,435-91.4% | $69,631-79.1% |
| Participation rate | 88.0% | 63.9%+24.1pp | 83.6%+4.4pp | 70.7%+17.3pp |
| Annual return | 16.33% | 21.62%-5.3pp | 205.94%-189.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $1,173 | $1,610-27.1% | $5,432-78.4% | $2,032-42.3% |
| Participant deferral / active EE | $2,194 | $2,080+5.5% | $4,939-55.6% | $3,224-31.9% |
| Admin fee / account holder | $3 | $116-97.7% | $13,881-100.0% | $110-97.5% |