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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 04-3275255 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,636 |
Filed as: DEVLIN & HALE ASSOCIATES INC Service code 13 · EIN 06-1080876 2275 SILAS DEANE HIGHWAY · ROCKY HILL, CT 060672329 | Contract Administrator | $5,182 |
H BECK INC1 year Service code 27 6600ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Advisory (Plan) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $78,164 | $71,192+9.8% | $117,861-33.7% | $62,293+25.5% |
| Participation rate | 69.3% | 74.2%-4.9pp | 79.7%-10.4pp | 69.5%-0.2pp |
| Annual return | 14.37% | 18.66%-4.3pp | 335.11%-320.7pp | 28.90%-14.5pp |
| Employer contribution / active EE | $2,383 | $1,934+23.2% | $3,786-37.1% | $2,042+16.7% |
| Participant deferral / active EE | $4,946 | $3,189+55.1% | $4,482+10.4% | $3,169+56.1% |
| Admin fee / account holder | $373 | $587-36.4% | $8,021-95.3% | $479-22.1% |