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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $44,126 |
Service code 14 955 CHESTERBROOK BLVD · WAYNE, PA 19087 | Plan Administrator | $44,126 |
NATIONWIDE9+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,210 |
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 | $75,513 | $76,112-0.8% | $96,544-21.8% | $71,529+5.6% |
| Participation rate | 96.8% | 74.4%+22.4pp | 76.0%+20.8pp | 67.9%+28.9pp |
| Annual return | 15.16% | 22.80%-7.6pp | 25.88%-10.7pp | 28.97%-13.8pp |
| Employer contribution / active EE | $1,444 | $2,248-35.8% | $2,966-51.3% | $2,590-44.3% |
| Participant deferral / active EE | $3,250 | $4,217-22.9% | $4,851-33.0% | $4,291-24.3% |
| Admin fee / account holder | $375 | $2,708-86.1% | $8,254-95.5% | $1,588-76.4% |