Filed February 4, 2025
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,050 |
MAHERDUESSEL1+ years Service code 10 3003 NORTH FRONT STREET SUITE 101 · HARRISBURG, PA 17110 | Accounting | $7,500 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 22 400 1ST STREET SOUTH SUITE 300 · ST CLOUD, MN 56301 | Insurance Broker | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,344 | $46,732-62.9% | $156,551-88.9% | $55,167-68.6% |
| Participation rate | 42.8% | 65.8%-23.0pp | 84.0%-41.3pp | 69.0%-26.2pp |
| Annual return | -3.65% | 17.72%-21.4pp | 32.23%-35.9pp | 169.23%-172.9pp |
| Employer contribution / active EE | $931 | $2,105-55.8% | $5,501-83.1% | $1,963-52.6% |
| Participant deferral / active EE | $1,455 | $2,204-34.0% | $4,871-70.1% | $3,054-52.4% |
| Admin fee / account holder | $363 | $418-13.3% | $13,028-97.2% | $504-28.0% |