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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,487 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LAVISTA, NE 68128 | Advisory (Plan) | $20,693 |
KCOE ISOM, LLP2+ years Service code 15 · EIN 48-1229278 PO BOX 1100 · SALINA, KS 67401 | Recordkeeping | $5,173 |
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 | $33,526 | $46,732-28.3% | $156,551-78.6% | $55,167-39.2% |
| Participation rate | 93.9% | 65.8%+28.1pp | 84.0%+9.9pp | 69.0%+24.9pp |
| Annual return | 6.31% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $634 | $2,105-69.9% | $5,501-88.5% | $1,963-67.7% |
| Participant deferral / active EE | $2,110 | $2,204-4.3% | $4,871-56.7% | $3,054-30.9% |
| Admin fee / account holder | $128 | $418-69.4% | $13,028-99.0% | $504-74.6% |