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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,049 |
EDWARD JONES1+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $5,998 |
INVEST FINANCIAL CORPORATION1+ years Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
NPD1+ years Service code 28 401 WILSHIRE BLVD · SANTA MONICA, CA 90401 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,854 | $41,854-74.1% | $73,836-85.3% | $52,331-79.3% |
| Participation rate | 75.3% | 66.2%+9.1pp | 73.4%+1.9pp | 68.1%+7.2pp |
| Annual return | -2.93% | 2.11%-5.0pp | 2268.06%-2271.0pp | 4.54%-7.5pp |
| Employer contribution / active EE | $495 | $1,920-74.2% | $2,787-82.2% | $1,882-73.7% |
| Participant deferral / active EE | $467 | $2,498-81.3% | $3,583-87.0% | $3,022-84.5% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |