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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 18 · EIN 31-4156830 | Account maintenance fees; Recordkeepi... | $40,081 |
BENEFITS 21 LLC6+ years Service code 14 · EIN 38-3839452 | Plan Administrator | $15,010 |
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 | $92,336 | $123,793-25.4% | $177,840-48.1% | $79,852+15.6% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 11.31% | 22.82%-11.5pp | 48.32%-37.0pp | 31.72%-20.4pp |
| Employer contribution / active EE | $2,872 | $4,095-29.9% | $5,919-51.5% | $2,471+16.2% |
| Participant deferral / active EE | $17,898 | $5,956+200.5% | $7,714+132.0% | $3,740+378.5% |
| Admin fee / account holder | $672 | $7,243-90.7% | $12,431-94.6% | $5,306-87.3% |