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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,676 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LAVISTA, NE 68128 | Advisory (Plan) | $19,963 |
Service code 27 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $6,529 |
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 | $41,182 | $55,453-25.7% | $170,435-75.8% | $62,293-33.9% |
| Participation rate | 93.0% | 66.4%+26.6pp | 83.6%+9.4pp | 69.5%+23.4pp |
| Annual return | 17.55% | 21.38%-3.8pp | 205.94%-188.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $821 | $2,164-62.1% | $5,432-84.9% | $2,042-59.8% |
| Participant deferral / active EE | $2,205 | $2,303-4.2% | $4,939-55.4% | $3,169-30.4% |
| Admin fee / account holder | $213 | $455-53.1% | $13,881-98.5% | $479-55.5% |