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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Advisory (Participants) | $14,072 |
Service code 27 · EIN 26-2409128 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $2,545 |
Filed as: AXA ADVISORE, LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $1,390 |
THE RYDING COMPANY1 year Service code 17 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Pension Consulting | $1,101 |
JANIE SMITH1 year Service code 22 2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110 | Insurance Broker | $0 |
Filed as: LINCOLN FINANCIAL SECURITIES Service code 27 1300 S CLINTON STREET, SUITE 150 · FORT WAYNE, IN 46802 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,930 | $57,384-33.9% | $106,387-64.3% | $56,289-32.6% |
| Participation rate | 51.6% | 71.3%-19.7pp | 77.5%-25.8pp | 69.9%-18.2pp |
| Annual return | -7.85% | 5.91%-13.8pp | 0.25%-8.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,604 | $2,348-31.7% | $3,520-54.4% | $2,111-24.0% |
| Participant deferral / active EE | $3,620 | $3,799-4.7% | $5,421-33.2% | $3,350+8.1% |
| Admin fee / account holder | $59 | $566-89.5% | $7,510-99.2% | $521-88.6% |