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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,305 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 247 SOUTH ST · PITTSFIELD, MA 010216810 | Advisory (Plan) | $41,137 |
PENSION ASSURANCE LLP5 years Filed as: THE PENSION SERVICE,INC. Service code 13 | Contract Administrator | $8,228 |
PENSION ASSURANCE LLP5 years Filed as: THE PENSION SERVICE Service code 13 WASHINGTON AVE W. WING · NORTH HAVEN, CT 06473 | Contract Administrator | $3,713 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,847 | $95,453+59.1% | $112,040+35.5% | $82,448+84.2% |
| Participation rate | 78.1% | 72.8%+5.4pp | 76.5%+1.6pp | 68.1%+10.1pp |
| Annual return | 8.01% | 23.92%-15.9pp | 24.52%-16.5pp | 41.64%-33.6pp |
| Employer contribution / active EE | $2,445 | $2,318+5.5% | $2,954-17.2% | $2,551-4.1% |
| Participant deferral / active EE | $4,897 | $4,224+15.9% | $5,098-3.9% | $4,139+18.3% |
| Admin fee / account holder | $1,185 | $9,013-86.9% | $12,098-90.2% | $7,234-83.6% |