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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,926 |
EDWARD JONES6+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $1,044 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
AMERICAN REALTY ADVISORS3 years 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 | $32,243 | $53,901-40.2% | $134,162-76.0% | $73,497-56.1% |
| Participation rate | 20.2% | 62.8%-42.6pp | 72.2%-52.0pp | 70.7%-50.5pp |
| Annual return | 15.27% | 15.82%-0.6pp | 36.35%-21.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $721 | $2,739-73.7% | $3,500-79.4% | $3,740-80.7% |
| Admin fee / account holder | $198 | $581-65.9% | $6,685-97.0% | $513-61.4% |