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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,419 |
EDWARD JONES1+ years Filed as: EDWARD D. A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTIHNGTON, OH 43085 | Advisory (Plan) | $6,368 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $325 |
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FIN CORY AGY INC. 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 |
NPH1+ years Service code 27 401 WILSHIRE BLVD · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,574 | $46,360-66.4% | $147,618-89.4% | $52,331-70.2% |
| Participation rate | 96.1% | 64.9%+31.2pp | 84.6%+11.5pp | 68.1%+28.0pp |
| Annual return | -3.22% | 1.62%-4.8pp | 61.98%-65.2pp | 4.54%-7.8pp |
| Employer contribution / active EE | $860 | $2,126-59.5% | $5,565-84.5% | $1,882-54.3% |
| Participant deferral / active EE | $885 | $2,258-60.8% | $4,895-81.9% | $3,022-70.7% |
| Admin fee / account holder | $229 | $766-70.0% | $11,612-98.0% | $592-61.2% |