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| Provider | Service type | Compensation |
|---|---|---|
Service code 22 · EIN 47-1411118 | Insurance Broker | $20,618 |
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $13,138 |
Service code 49 · EIN 20-4319325 | Other Services | $6,561 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,684 | $73,848-7.0% | $143,799-52.2% | $68,486+0.3% |
| Participation rate | 50.5% | 66.7%-16.1pp | 80.3%-29.8pp | 67.9%-17.4pp |
| Annual return | -18.30% | 0.91%-19.2pp | -0.04%-18.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,151 | $3,184-32.4% | $4,952-56.6% | $2,597-17.1% |
| Participant deferral / active EE | $2,773 | $3,385-18.1% | $5,638-50.8% | $4,028-31.1% |
| Admin fee / account holder | $524 | $5,755-90.9% | $14,677-96.4% | $5,404-90.3% |