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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $25,810 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 26 · EIN 59-3331424 | Advisory (Participants) | $16,884 |
Filed as: IFP ADVISORS INC Service code 64 · EIN 59-3331424 | Recordkeeping Fees | $5,808 |
HARRIS & CO PLLC1 year Filed as: HARRIS AND CO PLLC Service code 10 2289 S BONITO WAY SUITE 100 · MERIDIAN, ID 83642 | Accounting | $5,700 |
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 | $29,431 | $75,183-60.9% | $123,894-76.2% | $55,167-46.7% |
| Participation rate | 92.1% | 72.8%+19.3pp | 81.4%+10.7pp | 69.0%+23.1pp |
| Annual return | 7.33% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $529 | $2,823-81.3% | $4,617-88.6% | $1,963-73.1% |
| Participant deferral / active EE | $2,990 | $5,084-41.2% | $5,984-50.0% | $3,054-2.1% |
| Admin fee / account holder | $191 | $663-71.2% | $8,357-97.7% | $504-62.1% |