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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Filed as: NATIONWIDE FINANCIAL Service code 18 · EIN 31-4156830 | Custodial (other than securities) | $16,746 |
Filed as: CETERA INVESTMENT ADVISORS Service code 33 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Securities brokerage | $15,541 |
INWEST RETIREMENT SOLUTIONS7 years Service code 15 4305 N GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $5,890 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,302 | $80,763-8.0% | $102,412-27.4% | $74,459-0.2% |
| Participation rate | 75.5% | 65.7%+9.8pp | 74.5%+1.0pp | 67.2%+8.2pp |
| Annual return | 13.87% | 27.57%-13.7pp | 24.94%-11.1pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,609 | $3,160-49.1% | $3,870-58.4% | $2,626-38.7% |
| Participant deferral / active EE | $2,960 | $3,862-23.4% | $5,060-41.5% | $4,350-31.9% |
| Admin fee / account holder | $420 | $2,371-82.3% | $8,388-95.0% | $1,945-78.4% |