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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 | $102,429-32.8% | $147,096-53.2% | $80,925-14.9% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 13.99% | 135.02%-121.0pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $7,493 | $3,716+101.7% | $4,936+51.8% | $2,756+171.8% |
| Participant deferral / active EE | $12,270 | $6,649+84.6% | $8,071+52.0% | $4,299+185.4% |
| Admin fee / account holder | $28 | $7,957-99.7% | $13,005-99.8% | $6,940-99.6% |