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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,443 |
M HOLDINGS SECURITIES INC3 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 | $135,817 | $58,888+130.6% | $178,498-23.9% | $73,493+84.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.83% | 24.86%-14.0pp | 151.09%-140.3pp | 28.51%-17.7pp |
| Employer contribution / active EE | $5,927 | $2,236+165.1% | $5,011+18.3% | $2,270+161.1% |
| Participant deferral / active EE | $4,672 | $2,568+82.0% | $5,202-10.2% | $3,740+24.9% |
| Admin fee / account holder | $620 | $400+54.8% | $13,985-95.6% | $513+20.8% |