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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $78,947 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $9,548 |
PETERSON ACCOUNTING GROUP PC2 years Service code 10 · EIN 27-3938761 | Accounting | $5,211 |
SECURITIES AMERICA INC5+ years Filed as: M & T SECURITIES Service code 22 285 DELAWARE AVENUE SUITE 2000 · BUFFALO, NY 14202 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,505 | $38,365+94.2% | $84,623-12.0% | $65,185+14.3% |
| Participation rate | 82.2% | 55.7%+26.5pp | 68.2%+13.9pp | 70.2%+12.0pp |
| Annual return | 18.82% | 32.00%-13.2pp | 258.77%-239.9pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,547 | $1,258+22.9% | $2,652-41.7% | $2,177-28.9% |
| Participant deferral / active EE | $2,320 | $2,278+1.8% | $3,899-40.5% | $3,514-34.0% |
| Admin fee / account holder | $409 | $451-9.3% | $4,913-91.7% | $847-51.7% |