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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,429 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 14 · EIN 42-1330861 2201 TIMBERLOCH PLAZA, SUITE 150 · THE WOODLANDS, TX 77380 | Plan Administrator | $4,878 |
Service code 27 · EIN 26-4311657 6504 BRIDGEPOINT PKWY, SUITE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $2,486 |
SECURITIES AMERICA INC3 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,910 | $72,639-24.4% | $90,766-39.5% | $66,949-18.0% |
| Participation rate | 47.3% | 73.7%-26.4pp | 75.7%-28.4pp | 69.8%-22.6pp |
| Annual return | -16.04% | -12.28%-3.8pp | -12.16%-3.9pp | 1.57%-17.6pp |
| Employer contribution / active EE | $1,102 | $2,369-53.5% | $2,922-62.3% | $2,545-56.7% |
| Participant deferral / active EE | $2,144 | $3,979-46.1% | $4,565-53.0% | $4,239-49.4% |
| Admin fee / account holder | $393 | $708-44.4% | $8,446-95.3% | $594-33.7% |