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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,475 |
Filed as: MICHAEL TOBASH Service code 99 TOBASH INSURANCE AGENCY · CRESSONA, PA 17929 | Other Fees | $8,205 |
BONNIE MANNING1 year Filed as: BONNIE MILLER Service code 99 TOBASH INSURANCE AGENCY · CRESSONA, PA 17929 | Other Fees | $5,894 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPNAY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $984 |
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 | $44,611 | $65,557-32.0% | $105,736-57.8% | $56,289-20.7% |
| Participation rate | 47.8% | 63.4%-15.6pp | 76.3%-28.6pp | 69.9%-22.1pp |
| Annual return | -5.93% | -1.32%-4.6pp | 6.27%-12.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $877 | $1,788-51.0% | $3,268-73.2% | $2,111-58.5% |
| Participant deferral / active EE | $1,749 | $2,418-27.7% | $4,080-57.1% | $3,350-47.8% |
| Admin fee / account holder | $427 | $561-23.9% | $6,913-93.8% | $521-18.0% |