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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,714 |
EDWARD JONES2+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $1,364 |
INVEST FINANCIAL CORPORATION2+ years Filed as: INVEST FINANCIAL CORP INS AGY Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
INVEST FINANCIAL CORPORATION2+ years Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,370 | $38,969-40.0% | $109,313-78.6% | $55,167-57.6% |
| Participation rate | 26.0% | 58.2%-32.2pp | 71.3%-45.2pp | 69.0%-43.0pp |
| Annual return | 5.00% | 8.26%-3.3pp | 22.07%-17.1pp | 169.23%-164.2pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $910 | $2,176-58.2% | $3,166-71.3% | $3,054-70.2% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |