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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $26,081 |
THE AMERIFLEX GROUP1 year Filed as: THE AMERIFLEX GROUPETWORK Service code 26 · EIN 84-2224681 20 E THOMAS ROAD STE 2000 · PHOENIX, AZ 85012 | Advisory (Participants) | $16,311 |
Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $2,875 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,236 | $56,317-30.3% | $71,209-44.9% | $74,304-47.2% |
| Participation rate | 95.4% | 55.1%+40.3pp | 73.8%+21.7pp | 60.3%+35.1pp |
| Annual return | 12.74% | 42.83%-30.1pp | 282.51%-269.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,996 | $2,160-7.6% | $2,721-26.7% | $2,241-11.0% |
| Participant deferral / active EE | $2,966 | $2,788+6.4% | $4,175-29.0% | $3,767-21.3% |
| Admin fee / account holder | $328 | $2,290-85.7% | $5,349-93.9% | $2,969-89.0% |