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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,525 |
BDO USA, LLP1 year Filed as: BDO USA LLC Service code 27 301 SPRINGSISDE · AKRON, OH 44333 | Advisory (Plan) | $6,826 |
MGO SECURITIES CORP1 year Service code 27 | Advisory (Plan) | $5,574 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISORS LLC Service code 27 4600 CYRACUSE ST. · DENVER, CO 80237 | Advisory (Plan) | $0 |
MGO SECURITIES CORP1 year Filed as: MGO SECURITIES INC. Service code 27 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Plan) | $0 |
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 | $14,901 | $77,638-80.8% | $156,551-90.5% | $62,881-76.3% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 6.59% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $555 | $3,444-83.9% | $5,501-89.9% | $2,281-75.7% |
| Participant deferral / active EE | $1,156 | $3,046-62.0% | $4,871-76.3% | $3,203-63.9% |
| Admin fee / account holder | $233 | $5,561-95.8% | $13,028-98.2% | $4,296-94.6% |