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| Provider | Service type | Compensation |
|---|---|---|
LOVASCO CONSULTING GROUP1+ years Service code 15 | Recordkeeping | $0 |
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 55 | Other Commissions | $0 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,811 | $40,264+48.5% | $57,349+4.3% | $59,633+0.3% |
| Participation rate | 55.6% | 69.2%-13.6pp | 75.1%-19.5pp | 68.7%-13.1pp |
| Annual return | 1.16% | 27.51%-26.4pp | 24.40%-23.2pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,885 | $2,400+20.2% | $3,162-8.8% | $3,192-9.6% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |