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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $40,016 |
HORAN SECURITIES INC3+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $20,568 |
TRI-AD ACTUARIES, INC.1 year Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 10 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Accounting | $200 |
HORAN SECURITIES INC3+ 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,032 | $63,156-11.3% | $122,354-54.2% | $62,293-10.1% |
| Participation rate | 62.8% | 60.0%+2.8pp | 71.6%-8.9pp | 69.5%-6.7pp |
| Annual return | 14.81% | 20.61%-5.8pp | 30.28%-15.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,051-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,580 | $2,321+11.2% | $3,287-21.5% | $3,169-18.6% |
| Admin fee / account holder | $2 | $440-99.6% | $5,479-100.0% | $479-99.6% |