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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,662 |
FIDUCIARY CONSULTING GROUP1+ years Service code 14 1832 WARD DRIVE · MURFREESBORO, TN 37129 | Plan Administrator | $10,316 |
INWEST RETIREMENT SOLUTIONS1+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $4,833 |
AUSDAL FINANCIAL PARTNERS INC1+ years Filed as: AUSDAL FINANCIAL PARTNERS, INC. Service code 27 5187 UTICA RIDGE RD · DAVENPORT, IA 528073863 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $34,486 | $39,819-13.4% | $67,834-49.2% | $57,658-40.2% |
| Participation rate | 26.1% | 61.2%-35.1pp | 68.8%-42.7pp | 70.2%-44.1pp |
| Annual return | 5.23% | 9.19%-4.0pp | 138.47%-133.2pp | 5.13%+0.1pp |
| Employer contribution / active EE | $106 | $1,277-91.7% | $2,403-95.6% | $1,974-94.6% |
| Participant deferral / active EE | $813 | $2,209-63.2% | $3,160-74.3% | $3,061-73.4% |
| Admin fee / account holder | $496 | $84+492.7% | $4,622-89.3% | $95+424.3% |