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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $22,778 |
Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 200 N PACIFIC COAST HWY, SUITE 1200 · EL SEGUNDO, CA 90245 | Advisory (Participants) | $16,866 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-TRADITIONAL Service code 55 · EIN 26-2409128 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Other Commissions | $3,323 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 26 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Advisory (Participants) | $2,116 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COM Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $831 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Insurance Broker | $17 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,049 | $99,957-52.9% | $149,715-68.6% | $73,493-36.0% |
| Participation rate | 74.5% | 75.7%-1.2pp | 82.5%-7.9pp | 70.7%+3.8pp |
| Annual return | 23.89% | 53.87%-30.0pp | 276.66%-252.8pp | 28.51%-4.6pp |
| Employer contribution / active EE | $2,692 | $3,191-15.6% | $4,645-42.0% | $2,270+18.6% |
| Participant deferral / active EE | $7,168 | $6,073+18.0% | $6,842+4.8% | $3,740+91.7% |
| Admin fee / account holder | $184 | $551-66.6% | $9,310-98.0% | $513-64.2% |