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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $43,221 |
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,213 |
EDWARD JONES6+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $18,158 |
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 | $39,685 | $58,895-32.6% | $178,503-77.8% | $73,497-46.0% |
| Participation rate | 99.5% | 66.2%+33.2pp | 81.9%+17.5pp | 70.7%+28.8pp |
| Annual return | 10.97% | 24.86%-13.9pp | 151.12%-140.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $2,312 | $2,236+3.4% | $5,011-53.9% | $2,270+1.8% |
| Participant deferral / active EE | $2,141 | $2,567-16.6% | $5,202-58.8% | $3,740-42.8% |
| Admin fee / account holder | $412 | $400+2.8% | $13,987-97.1% | $513-19.8% |