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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $36,439 |
Service code 17 2500 WESTCHESTER AVE · PURCHASE, NY 10577 | Pension Consulting | $17,540 |
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 | $142,099 | $73,102+94.4% | $123,553+15.0% | $56,289+152.4% |
| Participation rate | 82.9% | 74.3%+8.6pp | 82.3%+0.6pp | 69.9%+13.1pp |
| Annual return | -7.08% | 3.01%-10.1pp | 119.21%-126.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $2,878 | $2,977-3.3% | $4,628-37.8% | $2,111+36.3% |
| Participant deferral / active EE | $7,904 | $5,423+45.8% | $6,426+23.0% | $3,350+136.0% |
| Admin fee / account holder | $510 | $554-7.8% | $9,284-94.5% | $521-2.0% |