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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $43,852 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 27 · EIN 27-4034238 361 DELAWARE AVE. · BUFFALO, NY 14202 | Advisory (Plan) | $42,707 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 200 JOHN JAMES AUDUBON PKWY · AMHERST, NY 14221 | Contract Administrator | $2,920 |
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).
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 | $89,377 | $58,344+53.2% | $98,483-9.2% | $86,821+2.9% |
| Participation rate | 60.0% | 68.4%-8.4pp | 73.3%-13.3pp | 72.3%-12.3pp |
| Annual return | 26.77% | 43.47%-16.7pp | 1494.38%-1467.6pp | 97.94%-71.2pp |
| Employer contribution / active EE | $471 | $2,008-76.5% | $2,961-84.1% | $2,406-80.4% |
| Participant deferral / active EE | $3,407 | $3,156+8.0% | $4,276-20.3% | $4,132-17.5% |
| Admin fee / account holder | $441 | $138+219.9% | $5,953-92.6% | $170+159.9% |