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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $14,433 |
INVEST FINANCIAL CORPORATION3+ years Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $7,739 |
EDWARD JONES3+ years Filed as: EDWARD D.A. SOMMER Service code 10 300 W. WILSON BRIDGE RD · WORTHINGTON, OH 43085 | Accounting | $6,573 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $6,557 |
Service code 27 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Plan) | $1,630 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 14 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Plan Administrator | $408 |
INVEST FINANCIAL CORPORATION3+ years Filed as: INVEST FINANCIAL CORP INS AGY 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,925 | $47,977-46.0% | $154,111-83.2% | $56,287-53.9% |
| Participation rate | 56.2% | 66.2%-10.0pp | 83.0%-26.8pp | 69.9%-13.6pp |
| Annual return | 9.68% | 3.54%+6.1pp | 735.18%-725.5pp | -9.96%+19.6pp |
| Employer contribution / active EE | $415 | $2,169-80.9% | $5,298-92.2% | $2,111-80.3% |
| Participant deferral / active EE | $892 | $2,392-62.7% | $5,081-82.4% | $3,350-73.4% |
| Admin fee / account holder | $349 | $438-20.4% | $13,411-97.4% | $521-33.0% |