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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $34,843 |
CETERA ADVISOR NETWORKS LLC10+ years Filed as: CETERA ADVISORS, LLC Service code 26 4600 SYRACUSE STREET · DENVER, CO 80237 | Advisory (Participants) | $33,975 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 | Advisory (Participants) | $30,301 |
SENTINEL PENSION LLC10+ years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $18,027 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,235 | $101,499-8.1% | $147,005-36.6% | $74,546+25.1% |
| Participation rate | 51.6% | 75.5%-23.9pp | 82.2%-30.5pp | 67.2%-15.6pp |
| Annual return | 12.73% | 8732.34%-8719.6pp | 418.76%-406.0pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $2,437 | $3,811-36.1% | $4,934-50.6% | $2,624-7.2% |
| Participant deferral / active EE | $3,667 | $7,304-49.8% | $8,070-54.6% | $4,347-15.6% |
| Admin fee / account holder | $374 | $1,748-78.6% | $13,006-97.1% | $1,944-80.8% |