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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities) | $56,759 |
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 22 · EIN 36-4500709 200 WEST MADISON STREET · CHICAGO, IL 60606 | Insurance Broker | $29,581 |
PENSION ASSURANCE LLP7 years Filed as: THE PENSION SERVICE Service code 15 · EIN 06-0874395 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Recordkeeping | $5,700 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,123 | $36,002+100.3% | $161,489-55.3% | $64,728+11.4% |
| Participation rate | 27.7% | 57.4%-29.7pp | 78.7%-51.0pp | 57.9%-30.2pp |
| Annual return | 12.81% | 33.93%-21.1pp | 89.72%-76.9pp | 49.38%-36.6pp |
| Employer contribution / active EE | $170 | $1,380-87.6% | $4,268-96.0% | $2,243-92.4% |
| Participant deferral / active EE | $1,562 | $1,815-14.0% | $5,630-72.3% | $2,729-42.8% |
| Admin fee / account holder | $398 | $931-57.2% | $16,006-97.5% | $1,145-65.2% |