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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $115,919 |
M HOLDINGS SECURITIES INC4 years Filed as: M HOLDINGS SECURITIES, INC. Service code 22 | Insurance Broker | $50,207 |
INWEST RETIREMENT SOLUTIONS6+ years Service code 13 4305 N. GARFIELD, STE 202 · MIDLAND, TX 79705 | Contract Administrator | $47,467 |
M HOLDINGS SECURITIES INC6+ years Filed as: M HOLDINGS SECURITIES, INC Service code 22 1125 W COUCH ST #900 · PORTLAND, OR 97209 | Insurance Broker | $0 |
Filed as: MEEDER ADVISORY SERVICES, INC Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,828 | $94,621-62.1% | $138,135-74.1% | $73,412-51.2% |
| Participation rate | 76.7% | 83.4%-6.7pp | 78.7%-2.0pp | 72.2%+4.6pp |
| Annual return | 10.95% | 16.57%-5.6pp | 20.51%-9.6pp | 59.30%-48.3pp |
| Employer contribution / active EE | $1,375 | $4,410-68.8% | $5,587-75.4% | $2,234-38.4% |
| Participant deferral / active EE | $1,882 | $6,199-69.6% | $6,431-70.7% | $3,806-50.5% |
| Admin fee / account holder | $357 | $140+154.8% | $11,856-97.0% | $158+126.3% |