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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,002 |
Filed as: CLARKE LANZEN SKALLA Service code 26 · EIN 13-4109249 17605 WRIGHT SYTREET · OMAHA, NE 68130 | Advisory (Participants) | $6,000 |
NFP RETIREMENT INC6+ years Filed as: NFP Service code 14 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Plan Administrator | $4,864 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 33 · EIN 74-2794194 1250 CAPITAL OF TEXAS HIGHWAY S. · AUSTIN, TX 78746 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,881 | $66,124-73.0% | $90,440-80.2% | $73,493-75.7% |
| Participation rate | 97.1% | 69.7%+27.4pp | 72.7%+24.4pp | 70.7%+26.4pp |
| Annual return | 10.15% | 17.65%-7.5pp | 1294.38%-1284.2pp | 28.51%-18.4pp |
| Employer contribution / active EE | $1,608 | $2,346-31.5% | $3,263-50.7% | $2,270-29.2% |
| Participant deferral / active EE | $811 | $3,039-73.3% | $3,964-79.5% | $3,740-78.3% |
| Admin fee / account holder | $271 | $396-31.6% | $5,615-95.2% | $513-47.2% |