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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $83,564 |
INTAC ACTUARIAL SERVICES9+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 300 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $9,649 |
TRIAD ADVISORS INC2 years Filed as: TRIAD ADVISORS, LLC Service code 52 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,570 | $57,330+40.5% | $86,656-7.0% | $75,177+7.2% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 17.75% | 2675.40%-2657.7pp | 593.09%-575.3pp | 160.75%-143.0pp |
| Employer contribution / active EE | $5,275 | $2,316+127.7% | $3,025+74.4% | $2,671+97.5% |
| Participant deferral / active EE | $11,653 | $3,320+251.0% | $4,439+162.5% | $4,126+182.4% |
| Admin fee / account holder | $412 | $4,115-90.0% | $5,619-92.7% | $5,651-92.7% |