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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $54,503 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 26 · EIN 61-1758632 | Advisory (Participants) | $23,040 |
Filed as: CETERA ADVISORS, LLC Service code 26 · EIN 84-0858799 | Advisory (Participants) | $13,292 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 26 · EIN 36-3258176 | Advisory (Participants) | $12,032 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $10,583 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $2,573 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 26 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Advisory (Participants) | $958 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,329 | $102,385-9.8% | $147,080-37.2% | $80,935+14.1% |
| Participation rate | 81.9% | 75.9%+6.0pp | 82.2%-0.3pp | 67.7%+14.3pp |
| Annual return | 17.75% | 135.09%-117.3pp | 420.17%-402.4pp | 35.66%-17.9pp |
| Employer contribution / active EE | $3,627 | $3,717-2.4% | $4,933-26.5% | $2,757+31.6% |
| Participant deferral / active EE | $10,599 | $6,651+59.4% | $8,066+31.4% | $4,299+146.5% |
| Admin fee / account holder | $483 | $7,951-93.9% | $12,989-96.3% | $6,924-93.0% |