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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 51 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $243 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 27 · EIN 95-3845382 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $193 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,661 | $37,196-87.5% | $154,111-97.0% | $55,725-91.6% |
| Participation rate | 80.1% | 64.1%+16.0pp | 83.0%-2.9pp | 70.9%+9.3pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.18%-735.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $1,264 | $1,614-21.7% | $5,298-76.1% | $2,078-39.2% |
| Participant deferral / active EE | $14 | $2,068-99.3% | $5,081-99.7% | $3,356-99.6% |
| Admin fee / account holder | $2 | $102-98.4% | $13,411-100.0% | $115-98.6% |