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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Cu... | $68,021 |
Filed as: AUSDAL FINANCIAL PARTNERS, INC. Service code 28 5187 UTICA RIDGE RD · DAVENPORT, IA 528073863 | Investment Management | $56,447 |
Service code 13 1100 WAUKEGAN ROAD · NORTHBROOK, IL 60062 | Contract Administrator | $5,751 |
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 | $159,903 | $61,338+160.7% | $149,717+6.8% | $71,495+123.7% |
| Participation rate | 90.0% | 62.5%+27.5pp | 78.8%+11.2pp | 67.9%+22.1pp |
| Annual return | 15.02% | 35.86%-20.8pp | 134.41%-119.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $3,425 | $2,381+43.8% | $4,820-28.9% | $2,589+32.3% |
| Participant deferral / active EE | $7,763 | $2,919+165.9% | $5,682+36.6% | $4,291+80.9% |
| Admin fee / account holder | $34 | $1,263-97.3% | $13,213-99.7% | $1,588-97.9% |