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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,210 |
EDWARD JONES4+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $16,085 |
OPOC.US1 year Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $500 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,634 | $47,977-38.2% | $154,108-80.8% | $56,289-47.4% |
| Participation rate | 98.9% | 66.2%+32.7pp | 83.0%+15.9pp | 69.9%+29.1pp |
| Annual return | -5.88% | 3.54%-9.4pp | 735.21%-741.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,200 | $2,169+1.4% | $5,298-58.5% | $2,111+4.2% |
| Participant deferral / active EE | $2,531 | $2,392+5.8% | $5,081-50.2% | $3,350-24.4% |
| Admin fee / account holder | $365 | $438-16.7% | $13,411-97.3% | $521-30.0% |