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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $30,022 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS Service code 58 · EIN 06-1504963 | Product termination fees (surrender c... | $1,590 |
Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
Participant 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 | $46,917 | $73,848-36.5% | $143,799-67.4% | $68,486-31.5% |
| Participation rate | 79.2% | 66.7%+12.6pp | 80.3%-1.1pp | 67.9%+11.3pp |
| Annual return | -16.92% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $6,765 | $3,184+112.5% | $4,952+36.6% | $2,597+160.5% |
| Participant deferral / active EE | $731 | $3,385-78.4% | $5,638-87.0% | $4,028-81.9% |
| Admin fee / account holder | $386 | $5,755-93.3% | $14,677-97.4% | $5,404-92.9% |