Filed January 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $48,438 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS CORP LLC Service code 26 · EIN 41-1416330 | Advisory (Participants) | $35,816 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,300 | $51,620+107.9% | $90,281+18.9% | $65,185+64.6% |
| Participation rate | 91.2% | 68.6%+22.5pp | 73.3%+17.9pp | 70.2%+21.0pp |
| Annual return | 21.50% | 24.94%-3.4pp | 78.10%-56.6pp | 29.38%-7.9pp |
| Employer contribution / active EE | $2,303 | $2,235+3.1% | $2,854-19.3% | $2,177+5.8% |
| Participant deferral / active EE | $9,169 | $2,871+219.4% | $3,885+136.0% | $3,514+160.9% |
| Admin fee / account holder | $231 | $384-40.0% | $5,351-95.7% | $847-72.8% |