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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,358 |
PLAN PARTNERS LLC1+ years Filed as: PLAN PARTNERS Service code 52 1603 LYNDHURST ROAD · LYNDHURST, OH 44124 | Indirect Investment Fees | $25,388 |
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.
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 | $37,394 | $62,324-40.0% | $68,509-45.4% | $55,191-32.2% |
| Participation rate | 44.7% | 78.9%-34.2pp | 74.7%-30.0pp | 69.2%-24.5pp |
| Annual return | -1.58% | 4.26%-5.8pp | 8.27%-9.8pp | 10.78%-12.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $2,278-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $860 | $3,425-74.9% | $3,382-74.6% | $3,046-71.8% |
| Admin fee / account holder | $310 | $91+239.6% | $5,275-94.1% | $91+241.8% |