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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,186 |
LPL FINANCIAL1+ years Service code 52 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Indirect Investment Fees | $17,102 |
PENTEGRA SERVICES, INC.1+ years Filed as: APS-PENTEGRA Service code 64 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping Fees | $13,702 |
ASCENSUS LLC1+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 1102 CHESTNUT HILLS PARKWAY · FT. WAYNE, IN 46814 | Recordkeeping | $1,750 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 71 4211 S. 102ND STREET · OMAHA, NE 68127 | Brokerage Fees | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $44,487 | $33,745+31.8% | $64,105-30.6% | $55,191-19.4% |
| Participation rate | 33.2% | 59.4%-26.1pp | 68.2%-34.9pp | 69.2%-35.9pp |
| Annual return | 0.77% | 4.95%-4.2pp | 791.24%-790.5pp | 10.78%-10.0pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,493 | $1,929-22.6% | $2,822-47.1% | $3,046-51.0% |
| Admin fee / account holder | $450 | $94+377.2% | $4,499-90.0% | $91+395.9% |