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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,633 |
EDWARD JONES5+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $17,657 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
SECURITIES AMERICA INC2 years 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 | $34,409 | $52,961-35.0% | $172,752-80.1% | $65,185-47.2% |
| Participation rate | 99.4% | 66.2%+33.2pp | 82.6%+16.8pp | 70.2%+29.2pp |
| Annual return | 17.96% | 30.12%-12.2pp | 802.97%-785.0pp | 29.38%-11.4pp |
| Employer contribution / active EE | $2,202 | $2,190+0.5% | $5,144-57.2% | $2,177+1.2% |
| Participant deferral / active EE | $2,132 | $2,471-13.7% | $5,198-59.0% | $3,514-39.3% |
| Admin fee / account holder | $387 | $472-18.1% | $13,955-97.2% | $847-54.4% |