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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,428 |
M HOLDINGS SECURITIES INC2 years 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 | $128,890 | $52,961+143.4% | $172,755-25.4% | $65,185+97.7% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.5pp | 70.2%+29.0pp |
| Annual return | 23.77% | 30.12%-6.4pp | 802.94%-779.2pp | 29.38%-5.6pp |
| Employer contribution / active EE | $5,824 | $2,190+165.9% | $5,144+13.2% | $2,177+167.6% |
| Participant deferral / active EE | $4,392 | $2,471+77.7% | $5,198-15.5% | $3,514+25.0% |
| Admin fee / account holder | $646 | $472+36.8% | $13,955-95.4% | $847-23.8% |