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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); In... | $84,188 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 16 11440 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 662112672 | Consulting | $30,301 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 22 200 N SEPULVEDA BLVD, SUITE 1200 · EL SEGUNDO, CA 90245 | Insurance Broker | $27,679 |
Filed as: CETERA ADVISOR NETWORK Service code 26 | Advisory (Participants) | $9,303 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISOR NETWORKS Service code 53 | Insurance Commissions | $8,752 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,778 | $60,545-9.5% | $92,240-40.6% | $69,631-21.3% |
| Participation rate | 98.3% | 72.2%+26.1pp | 76.5%+21.8pp | 70.7%+27.6pp |
| Annual return | 17.91% | 19.71%-1.8pp | 176.29%-158.4pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,582 | $2,633-2.0% | $3,680-29.8% | $2,032+27.0% |
| Participant deferral / active EE | $3,191 | $2,828+12.9% | $3,897-18.1% | $3,224-1.0% |
| Admin fee / account holder | $366 | $145+152.5% | $5,194-93.0% | $110+231.1% |