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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $35,158 |
HORAN SECURITIES INC2+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $18,109 |
HORAN SECURITIES INC2+ 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.
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 | $56,589 | $38,969+45.2% | $109,313-48.2% | $55,167+2.6% |
| Participation rate | 60.7% | 58.2%+2.4pp | 71.3%-10.6pp | 69.0%-8.3pp |
| Annual return | 7.92% | 8.26%-0.3pp | 22.07%-14.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,429 | $2,176+11.6% | $3,166-23.3% | $3,054-20.5% |
| Admin fee / account holder | $3 | $501-99.3% | $5,666-99.9% | $504-99.4% |