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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE1 year Filed as: MSJC, LP DBA CFO4LIFE Service code 27 735 PLAZA BLVD · COPPELL, TX 75019 | Advisory (Plan) | $17,309 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,797 |
FIDUCIARY CONSULTING GROUP3+ years Service code 14 1832 WARD DRIVE · MURFREESBORO, TN 37129 | Plan Administrator | $12,783 |
INWEST RETIREMENT SOLUTIONS3+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $4,605 |
NATIONWIDE1 year Filed as: NATIONWIDE FINANCIAL Service code 15 | Recordkeeping | $3,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,314 | $41,467-10.0% | $67,313-44.6% | $55,725-33.0% |
| Participation rate | 18.2% | 62.5%-44.3pp | 69.1%-50.9pp | 70.9%-52.7pp |
| Annual return | -6.28% | 0.82%-7.1pp | -4.08%-2.2pp | 244.93%-251.2pp |
| Employer contribution / active EE | $95 | $1,316-92.8% | $2,566-96.3% | $2,078-95.4% |
| Participant deferral / active EE | $690 | $2,399-71.3% | $3,568-80.7% | $3,356-79.4% |
| Admin fee / account holder | $600 | $102+488.1% | $4,507-86.7% | $115+421.1% |