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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,175 |
Filed as: TENNESSEE PENSION ADMINISTRATORS, L Service code 13 11911 KINGSTON PIKE · KNOXVILLE, TN 37934 | Contract Administrator | $1,974 |
Filed as: IRON-CO-FID--INDEX-COMPREHENSIVE Service code 27 SHAWNEE · MISSION, KS 66211 | Advisory (Plan) | $1,065 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 27 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Advisory (Plan) | $199 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,362 | $65,083-67.2% | $143,788-85.1% | $66,930-68.1% |
| Participation rate | 48.3% | 65.2%-16.9pp | 80.3%-32.0pp | 69.8%-21.5pp |
| Annual return | -19.55% | -11.13%-8.4pp | -0.03%-19.5pp | 1.57%-21.1pp |
| Employer contribution / active EE | $1,071 | $2,361-54.6% | $4,952-78.4% | $2,545-57.9% |
| Participant deferral / active EE | $1,317 | $2,920-54.9% | $5,638-76.6% | $4,238-68.9% |
| Admin fee / account holder | $309 | $502-38.4% | $14,675-97.9% | $593-47.9% |