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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $16,716 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 · EIN 31-1332744 | Advisory (Participants) | $6,150 |
INWEST RETIREMENT SOLUTIONS1+ years Service code 15 · EIN 75-2408441 | Recordkeeping | $3,512 |
CK FINANCIAL LLC1+ years Filed as: M FINANCIAL Service code 26 M FINANCIAL PLAZA · PORTLAND, OR 97209 | Advisory (Participants) | $0 |
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 1125 W COUCH ST #900 · PORTLAND, OR 97209 | Advisory (Participants) | $0 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,764 | $50,464-66.8% | $75,784-77.9% | $52,331-68.0% |
| Participation rate | 82.9% | 66.8%+16.1pp | 75.8%+7.1pp | 68.1%+14.8pp |
| Annual return | -5.72% | 1.03%-6.7pp | 9.68%-15.4pp | 4.54%-10.3pp |
| Employer contribution / active EE | $1,069 | $1,988-46.2% | $3,323-67.8% | $1,882-43.2% |
| Participant deferral / active EE | $1,862 | $2,570-27.5% | $3,652-49.0% | $3,022-38.4% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |