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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE COLUMBIA PLAZA · COLUMBIA, OH 43215 | Recordkeeping | $41,076 |
Service code 28 850 CASSATT ROAD, SUITE 310 · BERWYN, PA 19312 | Investment Management | $950 |
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 | $207,256 | $46,360+347.1% | $147,617+40.4% | $52,331+296.1% |
| Participation rate | 98.0% | 64.9%+33.1pp | 84.6%+13.4pp | 68.1%+29.9pp |
| Annual return | -1.32% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $11,929 | $2,126+461.0% | $5,564+114.4% | $1,882+533.9% |
| Participant deferral / active EE | $9,444 | $2,258+318.3% | $4,895+92.9% | $3,022+212.5% |
| Admin fee / account holder | $833 | $766+8.8% | $11,612-92.8% | $592+40.8% |