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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,495 |
EDWARD JONES3+ years Filed as: EDWARD D. A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTIHNGTON, OH 43085 | Advisory (Plan) | $7,596 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
INVEST FINANCIAL CORPORATION3+ years Filed as: INVEST FIN CORY AGY INC. Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
INVEST FINANCIAL CORPORATION3+ years Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
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 | $15,059 | $55,453-72.8% | $170,435-91.2% | $62,293-75.8% |
| Participation rate | 98.3% | 66.4%+31.9pp | 83.6%+14.7pp | 69.5%+28.7pp |
| Annual return | 10.88% | 21.38%-10.5pp | 205.94%-195.1pp | 28.90%-18.0pp |
| Employer contribution / active EE | $1,146 | $2,164-47.0% | $5,432-78.9% | $2,042-43.9% |
| Participant deferral / active EE | $1,099 | $2,303-52.3% | $4,939-77.7% | $3,169-65.3% |
| Admin fee / account holder | $253 | $455-44.5% | $13,881-98.2% | $479-47.3% |