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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $20,267 |
NATIONWIDE5+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $11,037 |
EDWARD JONES5+ years Filed as: EDWARD D.A. SOMMER Service code 10 300 W WILSON BRIDGE RD · WORTHINGTON, OH 43085 | Accounting | $8,204 |
Filed as: INRON-CO-FID-INDEX-COMPREHENSIVE Service code 27 · EIN 26-2409128 | Advisory (Plan) | $2,317 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 10 · EIN 31-4156830 | Accounting | $579 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $123 |
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 | $24,364 | $58,888-58.6% | $178,499-86.4% | $73,493-66.8% |
| Participation rate | 92.9% | 66.2%+26.6pp | 81.9%+10.9pp | 70.7%+22.2pp |
| Annual return | 2.05% | 24.86%-22.8pp | 151.10%-149.1pp | 28.51%-26.5pp |
| Employer contribution / active EE | $643 | $2,236-71.3% | $5,011-87.2% | $2,270-71.7% |
| Participant deferral / active EE | $1,714 | $2,568-33.2% | $5,202-67.0% | $3,740-54.2% |
| Admin fee / account holder | $9 | $400-97.6% | $13,986-99.9% | $513-98.2% |