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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 26 · EIN 31-4156830 | Advisory (Participants) | $48,386 |
Filed as: MML INSURANCE AGENCY, LLC Service code 26 P O BOX 9500 · SPRINGFIELD, MA 011028089 | Advisory (Participants) | $31,186 |
INWEST RETIREMENT SOLUTIONS4 years Service code 26 4305 N GARFIELD · MIDLAND, TX 79705 | Advisory (Participants) | $15,346 |
Filed as: MEEDER Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $12,950 |
NATIONWIDE4 years Filed as: NATIONWIDE FINANCIAL Service code 26 | Advisory (Participants) | $6,094 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,223 | $130,294-69.9% | $170,028-76.9% | $71,495-45.1% |
| Participation rate | 90.1% | 86.2%+4.0pp | 87.0%+3.1pp | 67.9%+22.2pp |
| Annual return | 14.21% | 20.36%-6.2pp | 53.39%-39.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,299 | $4,385-70.4% | $6,788-80.9% | $2,589-49.8% |
| Participant deferral / active EE | $3,066 | $6,928-55.7% | $10,409-70.5% | $4,291-28.5% |
| Admin fee / account holder | $448 | $966-53.6% | $12,820-96.5% | $1,588-71.8% |