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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 15 · EIN 31-4177100 | Recordkeeping | $47,017 |
WILMINGTON TRUST5 years Filed as: WILMINGTON TRUST NATL ASSOCIATION Service code 22 · EIN 16-1486454 | Insurance Broker | $37,931 |
SMITH ELLIOTT KEARNS & COMPANY LLC11+ years Service code 13 · EIN 52-0783935 | Contract Administrator | $16,547 |
PETERSON ACCOUNTING GROUP PC8 years Service code 10 1603 N JUNIATA STREET · HOLLIDAYSBURG, PA 16648 | Accounting | $6,546 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,506 | $38,967+147.7% | $86,233+11.9% | $79,634+21.2% |
| Participation rate | 82.6% | 34.1%+48.6pp | 69.0%+13.6pp | 62.5%+20.1pp |
| Annual return | 13.95% | 49.90%-35.9pp | 61.39%-47.4pp | 36.46%-22.5pp |
| Employer contribution / active EE | $1,984 | $868+128.4% | $2,504-20.8% | $2,529-21.6% |
| Participant deferral / active EE | $3,308 | $1,663+99.0% | $4,559-27.4% | $3,835-13.7% |
| Admin fee / account holder | $406 | $2,660-84.7% | $8,342-95.1% | $1,002-59.5% |