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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $35,772 |
DUNBAR, BENDER & ZAPF, INC.2 years Service code 15 · EIN 25-1650062 | Recordkeeping | $4,600 |
RICHARD J. WOLF & COMPANY2 years Filed as: RICHARD DIEMERT Service code 99 1010 PERRY HWY · PITTSBURGH, PA 15237 | Other Fees | $0 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,900 | $40,174-33.0% | $84,020-68.0% | $67,579-60.2% |
| Participation rate | 35.7% | 62.7%-27.0pp | 69.0%-33.3pp | 71.3%-35.6pp |
| Annual return | 20.06% | 25.82%-5.8pp | 71.31%-51.3pp | 378.56%-358.5pp |
| Employer contribution / active EE | $458 | $808-43.3% | $1,984-76.9% | $2,148-78.7% |
| Participant deferral / active EE | $829 | $2,301-64.0% | $3,239-74.4% | $3,539-76.6% |
| Admin fee / account holder | $328 | $128+155.8% | $6,101-94.6% | $142+130.7% |