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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 18 · EIN 31-4156830 | Custodial (other than securities); Ac... | $32,391 |
Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 26 · EIN 22-3723068 | Advisory (Participants) | $26,214 |
BENEFITS 21 LLC1+ years Service code 14 · EIN 38-3839452 | Plan Administrator | $1,495 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $91,152 | $57,108+59.6% | $94,229-3.3% | $52,331+74.2% |
| Participation rate | 33.3% | 72.9%-39.6pp | 78.8%-45.4pp | 68.1%-34.8pp |
| Annual return | -1.47% | 1.47%-2.9pp | 10.68%-12.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $599 | $1,735-65.5% | $3,587-83.3% | $1,882-68.2% |
| Participant deferral / active EE | $1,528 | $3,040-49.7% | $4,320-64.6% | $3,022-49.4% |
| Admin fee / account holder | $452 | $546-17.3% | $6,269-92.8% | $592-23.6% |