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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,741 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 26 · EIN 71-0927304 | Advisory (Participants) | $6,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,002 | $46,732-57.2% | $156,551-87.2% | $55,167-63.7% |
| Participation rate | 35.1% | 65.8%-30.6pp | 84.0%-48.9pp | 69.0%-33.8pp |
| Annual return | 0.21% | 17.72%-17.5pp | 32.23%-32.0pp | 169.23%-169.0pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $662 | $2,204-70.0% | $4,871-86.4% | $3,054-78.3% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |