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| Provider | Service type | Compensation |
|---|---|---|
RPW SOLUTIONS LLC1 year Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $27,623 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,458 |
Service code 33 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $14,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,836 | $76,696+64.1% | $96,515+30.4% | $71,511+76.0% |
| Participation rate | 67.5% | 66.6%+1.0pp | 74.3%-6.8pp | 67.9%-0.4pp |
| Annual return | 16.87% | 48.32%-31.4pp | 35.73%-18.9pp | 28.86%-12.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $8,605 | $3,770+128.2% | $4,880+76.4% | $4,291+100.6% |
| Admin fee / account holder | $525 | $2,030-74.2% | $6,735-92.2% | $1,588-67.0% |