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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $22,833 |
EDWARD JONES1+ years Filed as: EDWARD D.A. SOMMER Service code 10 300 W. WILSON BRIDGE RD · WORTHINGTON, OH 43085 | Accounting | $14,210 |
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FINANCIAL CORP INS AGY Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
INVEST FINANCIAL CORPORATION1+ 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 | $32,806 | $46,732-29.8% | $156,551-79.0% | $55,167-40.5% |
| Participation rate | 61.3% | 65.8%-4.5pp | 84.0%-22.7pp | 69.0%-7.7pp |
| Annual return | -2.45% | 17.72%-20.2pp | 32.23%-34.7pp | 169.23%-171.7pp |
| Employer contribution / active EE | $695 | $2,105-67.0% | $5,501-87.4% | $1,963-64.6% |
| Participant deferral / active EE | $1,333 | $2,204-39.5% | $4,871-72.6% | $3,054-56.4% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |