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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,178 |
RALPH BERGER, ESQ1 year Filed as: RALPH SNYDER Service code 99 PO BOX 437 · HEGINS, PA 17938 | Other Fees | $29,106 |
Filed as: MICHAEL TOBASH Service code 99 3 S. SILYMAN ST. · CRESSONA, PA 17929 | Other Fees | $7,649 |
Filed as: DUNBAR, BENDER & ZAPF Service code 16 | Consulting | $3,000 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,935 | $54,368-19.2% | $117,039-62.5% | $62,293-29.5% |
| Participation rate | 50.8% | 64.9%-14.1pp | 77.2%-26.4pp | 69.5%-18.7pp |
| Annual return | 14.27% | 21.77%-7.5pp | 18.95%-4.7pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,708 | $1,692+1.0% | $3,785-54.9% | $2,042-16.4% |
| Participant deferral / active EE | $1,750 | $2,269-22.9% | $3,929-55.5% | $3,169-44.8% |
| Admin fee / account holder | $359 | $493-27.2% | $5,974-94.0% | $479-25.1% |