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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC6 years Filed as: SECURITIES AMERICA Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $46,731 |
NATIONWIDE9+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,799 |
EDWARD JONES9+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $17,873 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 31-0971399 | Contract Administrator | $125 |
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 | $36,616 | $61,356-40.3% | $149,696-75.5% | $71,511-48.8% |
| Participation rate | 99.5% | 62.5%+36.9pp | 78.8%+20.7pp | 67.9%+31.5pp |
| Annual return | 15.15% | 35.86%-20.7pp | 134.46%-119.3pp | 28.86%-13.7pp |
| Employer contribution / active EE | $2,650 | $2,382+11.3% | $4,821-45.0% | $2,589+2.4% |
| Participant deferral / active EE | $2,663 | $2,920-8.8% | $5,682-53.1% | $4,291-37.9% |
| Admin fee / account holder | $412 | $1,263-67.4% | $13,212-96.9% | $1,588-74.1% |