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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $96,427 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES, INC. Service code 22 | Insurance Broker | $41,827 |
INWEST RETIREMENT SOLUTIONS4+ years Service code 13 4305 N. GARFIELD, STE 202 · MIDLAND, TX 79705 | Contract Administrator | $40,784 |
Filed as: MEEDER ADVISORY SERVICES, INC Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $17,450 |
M HOLDINGS SECURITIES INC4+ years Filed as: M HOLDINGS SECURITIES, INC Service code 22 1125 W COUCH ST #900 · PORTLAND, OR 97209 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,802 | $64,457-52.2% | $111,392-72.3% | $55,725-44.7% |
| Participation rate | 77.6% | 79.7%-2.1pp | 78.9%-1.3pp | 70.9%+6.7pp |
| Annual return | -6.65% | -19.97%+13.3pp | -2.06%-4.6pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,291 | $3,956-67.4% | $4,328-70.2% | $2,078-37.9% |
| Participant deferral / active EE | $1,805 | $5,219-65.4% | $5,567-67.6% | $3,356-46.2% |
| Admin fee / account holder | $511 | $112+356.8% | $12,266-95.8% | $115+344.1% |