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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $72,554 |
EDWARD JONES3+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $7,784 |
INVEST FINANCIAL CORPORATION3+ years Filed as: INVEST FIN CORY INS AGY Service code 52 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Indirect Investment Fees | $0 |
INVEST FINANCIAL CORPORATION3+ years Service code 52 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,944 | $54,541+75.9% | $78,778+21.8% | $70,126+36.8% |
| Participation rate | 86.6% | 60.8%+25.8pp | 69.2%+17.4pp | 69.5%+17.1pp |
| Annual return | 10.40% | 21.07%-10.7pp | 35.62%-25.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $557 | $1,089-48.9% | $1,986-72.0% | $2,343-76.2% |
| Participant deferral / active EE | $3,368 | $2,210+52.4% | $2,958+13.8% | $3,332+1.1% |
| Admin fee / account holder | $864 | $3,709-76.7% | $5,134-83.2% | $4,645-81.4% |