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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,466 |
FIDUCIARY CONSULTING GROUP2+ years Service code 14 1832 WARD DRIVE · MURFREESBORO, TN 37129 | Plan Administrator | $11,328 |
AUSDAL FINANCIAL PARTNERS INC2+ years Filed as: AUSDAL FINANCIAL PARTNERS, INC. Service code 27 5187 UTICA RIDGE RD · DAVENPORT, IA 528073863 | Advisory (Plan) | $8,984 |
INWEST RETIREMENT SOLUTIONS2+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $5,418 |
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.)
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 | $40,377 | $44,059-8.4% | $71,671-43.7% | $69,631-42.0% |
| Participation rate | 23.8% | 60.8%-36.9pp | 68.7%-44.9pp | 70.7%-46.8pp |
| Annual return | 13.89% | 21.97%-8.1pp | 20.65%-6.8pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $117 | $1,305-91.0% | $2,460-95.3% | $2,032-94.3% |
| Participant deferral / active EE | $840 | $2,370-64.5% | $3,438-75.6% | $3,224-73.9% |
| Admin fee / account holder | $551 | $108+412.1% | $5,558-90.1% | $110+399.2% |