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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $88,110 |
M HOLDINGS SECURITIES INC6 years Filed as: M HOLDINGS SECURITIES, INC. Service code 22 1125 W. COUCH STREET · PORTLAND, OR 97209 | Insurance Broker | $59,810 |
INWEST RETIREMENT SOLUTIONS8+ years Service code 13 4305 N. GARFIELD, STE 202 · MIDLAND, TX 79705 | Contract Administrator | $58,948 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 22 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Insurance Broker | $26,640 |
NATIONWIDE2 years Filed as: NATIONWIDE FINANCIAL Service code 19 | Securities Custodian | $26,640 |
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 | $35,531 | $72,482-51.0% | $129,118-72.5% | $64,819-45.2% |
| Participation rate | 70.7% | 79.2%-8.5pp | 77.2%-6.5pp | 71.5%-0.7pp |
| Annual return | -16.08% | -9.08%-7.0pp | -10.94%-5.1pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,430 | $4,247-66.3% | $5,051-71.7% | $2,507-43.0% |
| Participant deferral / active EE | $1,980 | $5,679-65.1% | $6,539-69.7% | $4,311-54.1% |
| Admin fee / account holder | $401 | $144+177.7% | $14,305-97.2% | $188+113.3% |