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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,556 |
PREFERRED PENSION PLANNING5 years Service code 15 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Recordkeeping | $356 |
Service code 27 400 ROBERT STREET NORTH · ST PAUL, MN 55101 | Advisory (Plan) | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $187,633 | $99,957+87.7% | $149,715+25.3% | $73,493+155.3% |
| Participation rate | 17.6% | 75.7%-58.1pp | 82.5%-64.9pp | 70.7%-53.1pp |
| Annual return | 13.77% | 53.87%-40.1pp | 276.66%-262.9pp | 28.51%-14.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,208 | $6,073-47.2% | $6,842-53.1% | $3,740-14.2% |
| Admin fee / account holder | $509 | $551-7.6% | $9,310-94.5% | $513-0.8% |