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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,259 |
EDWARD JONES2+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $4,943 |
INVEST FINANCIAL CORPORATION2+ years Filed as: INVEST FINANCIAL CORP INS AGY 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 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,692 | $55,453-78.9% | $170,435-93.1% | $62,293-81.2% |
| Participation rate | 83.6% | 66.4%+17.3pp | 83.6%0pp | 69.5%+14.1pp |
| Annual return | 9.53% | 21.38%-11.8pp | 205.94%-196.4pp | 28.90%-19.4pp |
| Employer contribution / active EE | $559 | $2,164-74.2% | $5,432-89.7% | $2,042-72.6% |
| Participant deferral / active EE | $1,305 | $2,303-43.3% | $4,939-73.6% | $3,169-58.8% |
| Admin fee / account holder | $209 | $455-54.1% | $13,881-98.5% | $479-56.4% |