Filed January 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $51,317 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS CORP LLC Service code 26 · EIN 41-1416330 | Advisory (Participants) | $38,380 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $126,237 | $66,124+90.9% | $90,404+39.6% | $73,488+71.8% |
| Participation rate | 93.0% | 69.7%+23.3pp | 72.7%+20.3pp | 70.7%+22.3pp |
| Annual return | 13.16% | 17.65%-4.5pp | 1293.02%-1279.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,293 | $2,346-2.3% | $3,262-29.7% | $2,270+1.0% |
| Participant deferral / active EE | $9,501 | $3,039+212.7% | $3,963+139.7% | $3,740+154.1% |
| Admin fee / account holder | $253 | $396-36.3% | $5,611-95.5% | $513-50.8% |