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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $46,864 |
NOVA 401(K) ASSOCIATES1 year Service code 64 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Recordkeeping Fees | $7,236 |
Filed as: THE O.N. EQUITY SALES CO Service code 27 P.O. BOX 371 · CINCINNATI, OH 45201 | Advisory (Plan) | $0 |
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 | $73,010 | $49,280+48.2% | $67,313+8.5% | $64,181+13.8% |
| Participation rate | 78.2% | 60.8%+17.4pp | 69.1%+9.1pp | 69.6%+8.6pp |
| Annual return | -4.52% | -1.39%-3.1pp | -4.08%-0.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,676 | $1,668+0.5% | $2,566-34.7% | $2,381-29.6% |
| Participant deferral / active EE | $6,231 | $2,484+150.8% | $3,568+74.6% | $3,470+79.6% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,887-100.0% |