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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,581 |
Filed as: IRON CO-FID COMPREHENSIVE Service code 26 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Participants) | $5,160 |
BSP CONSULTING1 year Service code 65 · EIN 26-1145434 PO BOX 1087 · OLDSMAR, FL 34677 | Account Maintenance | $2,442 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Advisory (Participants) | $955 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORP Service code 27 2300 WINDY RIDGE PARKWAY #750 · ATLANTA, GA 30339 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,164 | $65,125-75.2% | $143,797-88.8% | $66,949-75.9% |
| Participation rate | 91.3% | 65.2%+26.1pp | 80.3%+11.0pp | 69.8%+21.5pp |
| Annual return | -13.53% | -11.13%-2.4pp | -0.04%-13.5pp | 1.57%-15.1pp |
| Employer contribution / active EE | $3,102 | $2,362+31.3% | $4,952-37.4% | $2,545+21.8% |
| Participant deferral / active EE | $1,373 | $2,920-53.0% | $5,638-75.7% | $4,239-67.6% |
| Admin fee / account holder | $17 | $503-96.6% | $14,679-99.9% | $594-97.1% |