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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $89,083 |
EDWARD JONES6+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $10,913 |
OPOC.US3 years Service code 52 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Indirect Investment Fees | $1,551 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC Service code 52 12325 PORT GRACE BLVD. · LA VISTA, NE 681280001 | Indirect Investment Fees | $0 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC. Service code 52 12325 PORT GRACE BLVD. · LA VISTA, NE 681280001 | 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.
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 | $91,601 | $54,573+67.8% | $90,970+0.7% | $73,493+24.6% |
| Participation rate | 86.3% | 61.2%+25.1pp | 69.0%+17.3pp | 70.7%+15.6pp |
| Annual return | 9.53% | 16.69%-7.2pp | 134.58%-125.0pp | 28.51%-19.0pp |
| Employer contribution / active EE | $526 | $991-46.9% | $2,122-75.2% | $2,270-76.8% |
| Participant deferral / active EE | $3,253 | $2,517+29.2% | $3,373-3.6% | $3,740-13.0% |
| Admin fee / account holder | $996 | $521+90.9% | $5,960-83.3% | $513+94.0% |