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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,107 |
EDWARD JONES1+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $10,367 |
LINCOLN NATIONAL CORPORATION1+ years Service code 15 · EIN 35-1140070 | Recordkeeping | $125 |
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FINANCIAL CORP INS AGY Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
INVEST FINANCIAL CORPORATION1+ years Service code 27 · EIN 59-2195688 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
NPH1+ years Service code 27 401 WILSHIRE BLVD. · SANTA MONICA, CA 90401 | 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 | $27,339 | $46,360-41.0% | $147,617-81.5% | $52,331-47.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.21% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,202 | $2,126+3.6% | $5,564-60.4% | $1,882+17.0% |
| Participant deferral / active EE | $2,135 | $2,258-5.4% | $4,895-56.4% | $3,022-29.4% |
| Admin fee / account holder | $257 | $766-66.4% | $11,612-97.8% | $592-56.5% |