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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,660 |
EDWARD JONES2 years Filed as: EDWARD DA SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $1,092 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: SECURITIES AMERICAN, INC. Service code 27 12325 PORT GRACE BLDV. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,441 | $54,590-82.7% | $81,926-88.5% | $73,493-87.2% |
| Participation rate | 32.7% | 68.3%-35.7pp | 72.0%-39.3pp | 70.7%-38.0pp |
| Annual return | 27.42% | 17.74%+9.7pp | 29.49%-2.1pp | 28.51%-1.1pp |
| Employer contribution / active EE | $687 | $1,636-58.0% | $4,310-84.1% | $2,270-69.7% |
| Participant deferral / active EE | $972 | $2,759-64.8% | $7,108-86.3% | $3,740-74.0% |
| Admin fee / account holder | $138 | $592-76.6% | $5,159-97.3% | $513-73.1% |