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| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT & CO INC. Service code 27 · EIN 22-2361254 | Advisory (Plan) | $38,748 |
SECURITIES AMERICA INC7 years Filed as: SECURITIES AMERICA Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $13,088 |
EDWARD JONES10+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $4,566 |
NATIONWIDE10+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $948 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 31-0971399 | Contract Administrator | $125 |
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 | $36,409 | $55,446-34.3% | $155,574-76.6% | $74,429-51.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.76% | 269.20%-257.4pp | 64.87%-53.1pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $2,614 | $2,266+15.4% | $4,676-44.1% | $2,625-0.4% |
| Participant deferral / active EE | $2,349 | $2,836-17.2% | $5,629-58.3% | $4,348-46.0% |
| Admin fee / account holder | $252 | $1,743-85.6% | $15,914-98.4% | $1,944-87.1% |