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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $25,622 |
HORAN SECURITIES INC10+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $18,358 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 10 · EIN 82-1371994 1500 N OAK DR · PLYMOUTH, OH 46563 | Accounting | $2,912 |
HORAN SECURITIES INC10+ years Filed as: HORAN SECURITIES Service code 27 · EIN 31-1004837 8044 MONTGOMERY RD · CINCINNATI, OH 45236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,056 | $52,507-6.6% | $129,406-62.1% | $74,478-34.1% |
| Participation rate | 48.7% | 53.9%-5.2pp | 69.6%-20.9pp | 67.2%-18.5pp |
| Annual return | 14.40% | 15.64%-1.2pp | 9468.18%-9453.8pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,602 | $2,801-7.1% | $4,167-37.6% | $4,350-40.2% |
| Admin fee / account holder | $25 | $2,639-99.1% | $7,689-99.7% | $1,946-98.7% |