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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,267 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 14 · EIN 42-1330861 2201 TIMBERLOCH PLAZA, SUITE 150 · THE WOODLANDS, TX 77380 | Plan Administrator | $3,462 |
Service code 27 · EIN 26-4311657 6504 BRIDGEPOINT PKWY, SUITE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $2,823 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,981 | $79,438-23.2% | $106,554-42.8% | $79,389-23.2% |
| Participation rate | 51.1% | 74.2%-23.0pp | 76.1%-25.0pp | 70.7%-19.6pp |
| Annual return | 11.64% | 18.27%-6.6pp | 26.80%-15.2pp | 116.89%-105.3pp |
| Employer contribution / active EE | $1,107 | $2,235-50.5% | $2,819-60.7% | $2,428-54.4% |
| Participant deferral / active EE | $2,086 | $3,824-45.4% | $4,398-52.6% | $4,046-48.4% |
| Admin fee / account holder | $389 | $523-25.5% | $7,408-94.7% | $626-37.8% |