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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 | Recordkeeping | $44,235 |
LEADER DATA PROCESSING3 years 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,164 | $42,367-19.4% | $79,576-57.1% | $64,814-47.3% |
| Participation rate | 31.7% | 64.7%-33.0pp | 69.5%-37.7pp | 71.5%-39.7pp |
| Annual return | -16.11% | -12.23%-3.9pp | 0.15%-16.3pp | 32.84%-48.9pp |
| Employer contribution / active EE | $474 | $1,181-59.9% | $2,413-80.4% | $2,507-81.1% |
| Participant deferral / active EE | $862 | $3,170-72.8% | $3,985-78.4% | $4,310-80.0% |
| Admin fee / account holder | $411 | $160+157.4% | $6,834-94.0% | $188+118.7% |