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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,804 |
Filed as: M HOLDINGS SECURITIES, INC. Service code 27 1125 W COUCH ST 900 · PORTLAND, OR 97209 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,199 | $47,977+125.5% | $154,111-29.8% | $56,287+92.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.59% | 3.54%-9.1pp | 735.18%-740.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $5,489 | $2,169+153.1% | $5,298+3.6% | $2,111+160.0% |
| Participant deferral / active EE | $3,925 | $2,392+64.1% | $5,081-22.7% | $3,350+17.2% |
| Admin fee / account holder | $668 | $438+52.5% | $13,411-95.0% | $521+28.3% |