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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,392 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 26 · EIN 71-0927304 | Advisory (Participants) | $6,400 |
QBI, LLC1 year Service code 15 21031 VENTURA BLVD. · WOODLAND HILLS, CA 91364 | Recordkeeping | $3,061 |
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 | $20,700 | $55,453-62.7% | $170,435-87.9% | $62,293-66.8% |
| Participation rate | 33.5% | 66.4%-32.8pp | 83.6%-50.1pp | 69.5%-36.0pp |
| Annual return | 10.22% | 21.38%-11.2pp | 205.94%-195.7pp | 28.90%-18.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $697 | $2,303-69.7% | $4,939-85.9% | $3,169-78.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |