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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,209 |
EDWARD JONES4+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $1,095 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: SECURITIES AMERICAN, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $24,034 | $44,221-45.6% | $121,220-80.2% | $56,289-57.3% |
| Participation rate | 20.3% | 61.1%-40.8pp | 71.8%-51.5pp | 69.9%-49.6pp |
| Annual return | -4.29% | -3.58%-0.7pp | 16.94%-21.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $742 | $2,521-70.6% | $3,345-77.8% | $3,350-77.9% |
| Admin fee / account holder | $188 | $480-60.9% | $5,021-96.3% | $521-63.9% |