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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,658 |
DELAWARE VALLEY RETIREMENT, INC.9+ years Service code 15 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Recordkeeping | $7,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,341 | $61,356-50.5% | $149,696-79.7% | $71,511-57.6% |
| Participation rate | 28.0% | 62.5%-34.6pp | 78.8%-50.8pp | 67.9%-40.0pp |
| Annual return | 13.68% | 35.86%-22.2pp | 134.46%-120.8pp | 28.86%-15.2pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $673 | $2,920-76.9% | $5,682-88.2% | $4,291-84.3% |
| Admin fee / account holder | $365 | $1,263-71.1% | $13,212-97.2% | $1,588-77.0% |