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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $22,314 |
Filed as: TRANSAMERICA FINANCIAL ADVISOR Service code 23 · EIN 59-2476008 TRANSAMERICA FINANCIAL ADVISOR · CEDAR RAPIDS, IA 52499 | Insurance services; Investment manage... | $21,921 |
PROACCOUNT1 year Service code 28 · EIN 73-0988442 | Investment Management | $10,692 |
Service code 28 · EIN 26-4311657 | Investment Management | $2,215 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 23 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Insurance services; Shareholder servi... | $639 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS INC Service code 23 · EIN 59-2476008 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Investment management; Shareholder se... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,208 | $50,820-81.9% | $155,567-94.1% | $77,671-88.1% |
| Participation rate | 86.3% | 63.1%+23.1pp | 78.2%+8.1pp | 70.6%+15.7pp |
| Annual return | 12.52% | 34.85%-22.3pp | 64.74%-52.2pp | 31.21%-18.7pp |
| Employer contribution / active EE | $1,533 | $1,993-23.1% | $4,674-67.2% | $2,726-43.8% |
| Participant deferral / active EE | $1,303 | $2,823-53.8% | $5,628-76.8% | $4,648-72.0% |
| Admin fee / account holder | $58 | $436-86.8% | $15,916-99.6% | $430-86.6% |