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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,353 |
EDWARD JONES2+ years Filed as: EDWARD D. A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTIHNGTON, OH 43085 | Advisory (Plan) | $6,690 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $325 |
INVEST FINANCIAL CORPORATION2+ years Filed as: INVEST FIN CORY AGY INC. Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
INVEST FINANCIAL CORPORATION2+ years Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
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 | $16,611 | $46,732-64.5% | $156,551-89.4% | $55,167-69.9% |
| Participation rate | 89.1% | 65.8%+23.3pp | 84.0%+5.1pp | 69.0%+20.1pp |
| Annual return | 6.28% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,072 | $2,105-49.1% | $5,501-80.5% | $1,963-45.4% |
| Participant deferral / active EE | $978 | $2,204-55.6% | $4,871-79.9% | $3,054-68.0% |
| Admin fee / account holder | $226 | $418-45.9% | $13,028-98.3% | $504-55.1% |