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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $38,028 |
HORAN SECURITIES INC9+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $16,742 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 10 · EIN 82-1371994 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Accounting | $1,425 |
HORAN SECURITIES INC9+ years Filed as: HORAN SECURITIES Service code 27 8044 MONTGOMERY RD · CINCINNATI, OH 45236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,224 | $48,432-16.9% | $121,210-66.8% | $71,529-43.8% |
| Participation rate | 49.5% | 54.3%-4.8pp | 69.5%-20.1pp | 67.9%-18.4pp |
| Annual return | 17.19% | 23.28%-6.1pp | 987.41%-970.2pp | 28.97%-11.8pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,171-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,312 | $2,756-16.1% | $4,084-43.4% | $4,291-46.1% |
| Admin fee / account holder | $304 | $1,845-83.5% | $5,647-94.6% | $1,588-80.9% |