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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,690 |
DELAWARE VALLEY RETIREMENT, INC.6+ years Service code 15 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Recordkeeping | $7,700 |
STCLAIR CPAS, P.C.1 year Filed as: ST. CLAIR CPAS Service code 10 101 WEST ELM STREET, SUITE 500 · CONSHOHOCKEN, PA 19428 | Accounting | $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).
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 | $32,109 | $58,888-45.5% | $178,499-82.0% | $73,493-56.3% |
| Participation rate | 28.9% | 66.2%-37.4pp | 81.9%-53.0pp | 70.7%-41.8pp |
| Annual return | 13.06% | 24.86%-11.8pp | 151.10%-138.0pp | 28.51%-15.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $810 | $2,568-68.5% | $5,202-84.4% | $3,740-78.3% |
| Admin fee / account holder | $360 | $400-10.2% | $13,986-97.4% | $513-29.9% |