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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $43,395 |
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,957 |
EDWARD JONES8+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $17,366 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 31-0971399 | Contract Administrator | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,134 | $65,092-47.6% | $143,799-76.3% | $66,938-49.0% |
| Participation rate | 91.1% | 65.2%+25.8pp | 80.3%+10.7pp | 69.8%+21.2pp |
| Annual return | -15.22% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,444 | $2,362+3.5% | $4,952-50.6% | $2,545-4.0% |
| Participant deferral / active EE | $2,399 | $2,920-17.8% | $5,638-57.4% | $4,238-43.4% |
| Admin fee / account holder | $428 | $502-14.8% | $14,677-97.1% | $594-27.9% |