Filed January 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $59,809 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS CORP LLC Service code 26 · EIN 41-1416330 | Advisory (Participants) | $44,950 |
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 | $122,721 | $58,264+110.6% | $86,612+41.7% | $71,457+71.7% |
| Participation rate | 94.0% | 65.0%+29.0pp | 71.7%+22.3pp | 67.9%+26.0pp |
| Annual return | 15.42% | 21.63%-6.2pp | 591.07%-575.6pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,267 | $2,574-11.9% | $3,022-25.0% | $2,588-12.4% |
| Participant deferral / active EE | $9,947 | $3,436+189.5% | $4,438+124.1% | $4,289+131.9% |
| Admin fee / account holder | $272 | $1,057-74.2% | $5,614-95.1% | $1,587-82.8% |