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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC5 years Filed as: AVANTAX WEALTH MANAGEMENT Service code 28 · EIN 75-1869963 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Investment Management | $49,588 |
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $31,670 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $768 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,072 | $79,184+16.3% | $102,438-10.1% | $74,546+23.5% |
| Participation rate | 91.3% | 74.8%+16.6pp | 76.5%+14.8pp | 67.2%+24.1pp |
| Annual return | 9.00% | 54.95%-45.9pp | 29.37%-20.4pp | 1366.03%-1357.0pp |
| Employer contribution / active EE | $1,414 | $2,362-40.1% | $3,024-53.2% | $2,624-46.1% |
| Participant deferral / active EE | $5,367 | $4,414+21.6% | $5,054+6.2% | $4,347+23.5% |
| Admin fee / account holder | $20 | $2,001-99.0% | $9,448-99.8% | $1,944-99.0% |