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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,043 |
EDWARD JONES4+ years Filed as: EDWARD D. A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTIHNGTON, OH 43085 | Advisory (Plan) | $7,663 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: SECURITIES AMERICAN, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | 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 | $14,668 | $47,977-69.4% | $154,114-90.5% | $56,287-73.9% |
| Participation rate | 91.5% | 66.2%+25.3pp | 83.0%+8.4pp | 69.9%+21.6pp |
| Annual return | -9.14% | 3.54%-12.7pp | 735.16%-744.3pp | -9.96%+0.8pp |
| Employer contribution / active EE | $1,183 | $2,169-45.4% | $5,298-77.7% | $2,111-44.0% |
| Participant deferral / active EE | $1,052 | $2,392-56.0% | $5,081-79.3% | $3,350-68.6% |
| Admin fee / account holder | $253 | $438-42.2% | $13,411-98.1% | $521-51.3% |