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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $76,276 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $11,901 |
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 | $83,451 | $60,788+37.3% | $85,705-2.6% | $79,389+5.1% |
| Participation rate | 62.6% | 62.1%+0.5pp | 69.9%-7.2pp | 70.7%-8.1pp |
| Annual return | 20.94% | 16.57%+4.4pp | 21.49%-0.5pp | 116.89%-95.9pp |
| Employer contribution / active EE | $1,231 | $1,664-26.1% | $2,619-53.0% | $2,428-49.3% |
| Participant deferral / active EE | $3,811 | $2,920+30.5% | $3,924-2.9% | $4,046-5.8% |
| Admin fee / account holder | $1,162 | $439+164.8% | $6,877-83.1% | $626+85.5% |