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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account maintenance fees; Custodial (... | $82,732 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 22 200 N SEPULVEDA BLVD, SUITE 1200 · EL SEGUNDO, CA 90245 | Insurance Broker | $35,533 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 16 11440 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 662112672 | Consulting | $28,540 |
Filed as: IRON CO FID Service code 28 · EIN 26-2409128 | Investment Management | $10,452 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORK Service code 26 | Advisory (Participants) | $8,641 |
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 | $36,365 | $56,443-35.6% | $83,830-56.6% | $55,725-34.7% |
| Participation rate | 97.2% | 72.0%+25.2pp | 76.1%+21.1pp | 70.9%+26.4pp |
| Annual return | -4.23% | 393.67%-397.9pp | 850.97%-855.2pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,987 | $2,682-25.9% | $3,631-45.3% | $2,078-4.4% |
| Participant deferral / active EE | $2,483 | $2,965-16.2% | $4,082-39.2% | $3,356-26.0% |
| Admin fee / account holder | $264 | $156+68.7% | $5,479-95.2% | $115+128.9% |