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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $38,374 |
HORAN SECURITIES INC5+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $16,718 |
TRI-AD ACTUARIES, INC.3 years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 10 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Accounting | $1,100 |
HORAN SECURITIES INC5+ 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 | $55,355 | $46,722+18.5% | $130,660-57.6% | $65,186-15.1% |
| Participation rate | 59.0% | 60.9%-1.9pp | 71.7%-12.7pp | 70.2%-11.2pp |
| Annual return | 19.61% | 24.17%-4.6pp | 1709.29%-1689.7pp | 29.39%-9.8pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,792 | $2,545+9.7% | $3,603-22.5% | $3,514-20.6% |
| Admin fee / account holder | $10 | $453-97.9% | $5,463-99.8% | $847-98.9% |