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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $37,477 |
HORAN SECURITIES INC1+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $16,927 |
HORAN SECURITIES INC1+ years Filed as: HORAN SECURITIES Service code 27 4990 E GALBRAITH ROAD · CINCINNATI, OH 45236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,376 | $37,134+35.7% | $100,671-50.0% | $52,331-3.7% |
| Participation rate | 57.2% | 57.7%-0.4pp | 70.7%-13.5pp | 68.1%-10.9pp |
| Annual return | -2.18% | 0.10%-2.3pp | 20.43%-22.6pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,096 | $2,163-3.1% | $3,144-33.3% | $3,022-30.6% |
| Admin fee / account holder | $1 | $467-99.8% | $4,850-100.0% | $592-99.8% |