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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $79,636 |
HORAN SECURITIES INC6+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $17,494 |
TRI-AD ACTUARIES, INC.4 years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 10 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Accounting | $2,150 |
HORAN SECURITIES INC6+ years Filed as: HORAN SECURITIES Service code 27 4990 E GALBRAITH ROAD · CINCINNATI, OH 45236 | Advisory (Plan) | $0 |
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 | $58,396 | $53,774+8.6% | $134,162-56.5% | $79,856-26.9% |
| Participation rate | 72.0% | 58.8%+13.2pp | 72.2%-0.2pp | 69.6%+2.4pp |
| Annual return | 12.12% | 19.01%-6.9pp | 36.35%-24.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,473 | $2,420+84.8% | $3,500+27.8% | $3,741+19.6% |
| Admin fee / account holder | $21 | $3,985-99.5% | $6,685-99.7% | $5,306-99.6% |