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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $71,398 |
TRIAD ADVISORS INC2 years Filed as: TRIAD HYBRID SOLUTIONS Service code 22 · EIN 46-5391363 | Insurance Broker | $49,265 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES, INC. Service code 15 · EIN 34-1310124 | Recordkeeping | $45,748 |
ACTIVE GRAPHICS, IC.1 year Filed as: ACTIVE CORE- PASSIVE THRU TARGET DA Service code 27 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $10,590 |
NATIONWIDE4 years Filed as: MATIONWIDE LIFE INSURANCE Service code 22 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Insurance Broker | $1,673 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $1,673 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,362 | $34,634-35.4% | $77,096-71.0% | $64,819-65.5% |
| Participation rate | 83.0% | 49.8%+33.2pp | 67.9%+15.1pp | 71.5%+11.5pp |
| Annual return | -17.33% | -5.31%-12.0pp | 42.35%-59.7pp | 32.84%-50.2pp |
| Employer contribution / active EE | $2,450 | $1,385+76.9% | $2,814-13.0% | $2,507-2.3% |
| Participant deferral / active EE | $2,660 | $2,553+4.2% | $4,429-40.0% | $4,311-38.3% |
| Admin fee / account holder | $216 | $178+20.9% | $5,428-96.0% | $188+14.7% |