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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,366 |
EDWARD JONES3+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $9,790 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
INVEST FINANCIAL CORPORATION3+ years Filed as: INVEST FINANCIAL CORP INS AGY Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
INVEST FINANCIAL CORPORATION3+ years Service code 27 · EIN 59-2195688 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,031 | $55,453-42.2% | $170,435-81.2% | $62,293-48.6% |
| Participation rate | 98.9% | 66.4%+32.5pp | 83.6%+15.3pp | 69.5%+29.4pp |
| Annual return | 12.20% | 21.38%-9.2pp | 205.94%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $2,109 | $2,164-2.5% | $5,432-61.2% | $2,042+3.2% |
| Participant deferral / active EE | $2,296 | $2,303-0.3% | $4,939-53.5% | $3,169-27.5% |
| Admin fee / account holder | $269 | $455-40.9% | $13,881-98.1% | $479-43.9% |