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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,243 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LAVISTA, NE 68128 | Advisory (Plan) | $20,531 |
KCOE ISOM, LLP1+ years Service code 15 · EIN 48-1229278 PO BOX 1100 · SALINA, KS 67401 | Recordkeeping | $0 |
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 | $29,742 | $46,360-35.8% | $147,617-79.9% | $52,331-43.2% |
| Participation rate | 99.5% | 64.9%+34.6pp | 84.6%+14.9pp | 68.1%+31.4pp |
| Annual return | -0.64% | 1.62%-2.3pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $937 | $2,126-55.9% | $5,564-83.2% | $1,882-50.2% |
| Participant deferral / active EE | $1,792 | $2,258-20.6% | $4,895-63.4% | $3,022-40.7% |
| Admin fee / account holder | $130 | $766-83.0% | $11,612-98.9% | $592-78.0% |