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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); In... | $72,889 |
CETERA ADVISOR NETWORKS LLC6+ years Service code 22 200 N PACIFIC COAST HWY, SUITE 1200 · EL SEGUNDO, CA 90245 | Insurance Broker | $41,139 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 16 11440 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 662112672 | Consulting | $36,789 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON CO FID Service code 28 · EIN 26-2409128 | Investment Management | $12,101 |
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 | $32,501 | $91,517-64.5% | $101,264-67.9% | $73,412-55.7% |
| Participation rate | 98.1% | 73.8%+24.3pp | 75.8%+22.3pp | 72.2%+25.9pp |
| Annual return | 14.36% | 17.17%-2.8pp | 46.48%-32.1pp | 59.30%-44.9pp |
| Employer contribution / active EE | $4,705 | $2,877+63.6% | $3,660+28.6% | $2,234+110.7% |
| Participant deferral / active EE | $5,474 | $3,338+64.0% | $4,370+25.3% | $3,806+43.8% |
| Admin fee / account holder | $179 | $216-17.1% | $5,947-97.0% | $158+13.3% |