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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $50,278 |
LATITUDE SERVICE COMPANY INC5 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $8,315 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,884 | $51,207+52.1% | $70,565+10.4% | $71,529+8.9% |
| Participation rate | 66.0% | 59.4%+6.6pp | 68.4%-2.3pp | 67.9%-1.9pp |
| Annual return | 7.26% | 42.71%-35.5pp | 32.79%-25.5pp | 28.97%-21.7pp |
| Employer contribution / active EE | $1,332 | $1,795-25.8% | $2,976-55.2% | $2,590-48.6% |
| Participant deferral / active EE | $4,460 | $3,033+47.0% | $4,568-2.4% | $4,291+3.9% |
| Admin fee / account holder | $725 | $2,002-63.8% | $6,430-88.7% | $1,588-54.4% |