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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 15 ONE NATOPMWODE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,001 |
COMMONEWEALTH FINANCIAL NETWORK1+ years Service code 26 ATTN ADVISORY FEES COMPENSATON · WALTHAM, MA 024533483 | Advisory (Participants) | $14,259 |
DEVLIN & HALE ASSOCIATES, INC.1+ years Filed as: DEVLIN AND HALE ASSOCIATES, INC. Service code 13 · EIN 06-1080876 2275 SILAS DEANE HIGHWAY · ROCKY HILL, CT 060672329 | Contract Administrator | $1,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,452 | $54,320+18.7% | $67,652-4.7% | $52,331+23.2% |
| Participation rate | 51.5% | 73.6%-22.1pp | 75.7%-24.1pp | 68.1%-16.6pp |
| Annual return | -2.19% | 6.81%-9.0pp | 6625.40%-6627.6pp | 4.54%-6.7pp |
| Employer contribution / active EE | $267 | $1,544-82.7% | $2,266-88.2% | $1,882-85.8% |
| Participant deferral / active EE | $2,171 | $2,950-26.4% | $3,560-39.0% | $3,022-28.2% |
| Admin fee / account holder | $682 | $527+29.5% | $4,821-85.9% | $592+15.2% |