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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $36,242 |
Filed as: INDEPENDENT FINANCIAL GROUP, INC. Service code 26 3827 CAMINO REAL · SARASOTA, FL 34239 | Advisory (Participants) | $32,695 |
Service code 49 · EIN 20-3886993 | Other Services | $2,500 |
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 | $68,866 | $102,422-32.8% | $147,117-53.2% | $80,959-14.9% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 13.99% | 135.16%-121.2pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $7,493 | $3,717+101.6% | $4,932+51.9% | $2,757+171.8% |
| Participant deferral / active EE | $12,270 | $6,652+84.5% | $8,065+52.1% | $4,300+185.3% |
| Admin fee / account holder | $28 | $7,953-99.7% | $12,993-99.8% | $6,925-99.6% |