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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $67,535 |
AVANTAX INSURANCE AGENCY LLC2 years Service code 49 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Other Services | $0 |
Filed as: AVANTAX WEALTH MANAGEMENT Service code 49 3200 OLYMPUD BLVD STE 100 · DALLAS, TX 75019 | Other Services | $0 |
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 | $97,039 | $73,638+31.8% | $95,960+1.1% | $73,493+32.0% |
| Participation rate | 99.1% | 76.2%+23.0pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 8.19% | 16.78%-8.6pp | 91.63%-83.4pp | 28.51%-20.3pp |
| Employer contribution / active EE | $1,001 | $1,863-46.2% | $2,541-60.6% | $2,270-55.9% |
| Participant deferral / active EE | $4,710 | $3,617+30.2% | $4,167+13.0% | $3,740+25.9% |
| Admin fee / account holder | $20 | $482-95.9% | $6,797-99.7% | $513-96.1% |