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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $38,598 |
RICHARD J. WOLF & COMPANY3 years Filed as: RICHARD DIEMERT Service code 99 1010 PERRY HWY · PITTSBURGH, PA 15237 | Other Fees | $0 |
LEADER DATA PROCESSING1 year Filed as: THE LEADER GROUP Service code 99 26 WEST DRY CREEK CIRCLE · LITTLETON, CO 80120 | 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,275 | $64,286-51.4% | $90,970-65.6% | $73,412-57.4% |
| Participation rate | 38.4% | 63.6%-25.2pp | 69.0%-30.6pp | 72.2%-33.8pp |
| Annual return | 13.52% | 21.46%-7.9pp | 134.58%-121.1pp | 59.30%-45.8pp |
| Employer contribution / active EE | $494 | $895-44.8% | $2,122-76.7% | $2,234-77.9% |
| Participant deferral / active EE | $911 | $2,453-62.8% | $3,373-73.0% | $3,806-76.1% |
| Admin fee / account holder | $317 | $287+10.4% | $5,960-94.7% | $158+100.8% |