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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,722 |
LPL FINANCIAL2+ years Service code 52 · EIN 95-2834236 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Indirect Investment Fees | $18,548 |
PENTEGRA SERVICES, INC.2+ years Filed as: APS-PENTEGRA Service code 64 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping Fees | $15,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,558 | $37,044+31.1% | $71,796-32.4% | $57,658-15.8% |
| Participation rate | 34.5% | 61.1%-26.6pp | 69.1%-34.6pp | 70.2%-35.7pp |
| Annual return | 7.84% | 12.64%-4.8pp | 78.04%-70.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,452 | $1,974-26.5% | $2,794-48.1% | $3,061-52.6% |
| Admin fee / account holder | $477 | $101+372.7% | $4,815-90.1% | $95+404.7% |