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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 18 · EIN 31-4156830 | Recordkeeping fees; Account maintenan... | $74,404 |
BENEFITS 21 LLC4+ years Service code 14 · EIN 38-3839452 77 HWY 37 WEST · TOMS RIVER, NJ 08755 | Plan Administrator | $775 |
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 | $88,763 | $66,302+33.9% | $110,243-19.5% | $56,289+57.7% |
| Participation rate | 31.6% | 74.9%-43.3pp | 79.8%-48.2pp | 69.9%-38.2pp |
| Annual return | -5.85% | -1.18%-4.7pp | 314.76%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $560 | $2,047-72.6% | $3,827-85.4% | $2,111-73.5% |
| Participant deferral / active EE | $1,257 | $3,381-62.8% | $4,672-73.1% | $3,350-62.5% |
| Admin fee / account holder | $989 | $698+41.6% | $8,548-88.4% | $521+89.9% |