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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,659 |
PENTEGRA SERVICES, INC.3+ years Filed as: APS-PENTEGRA Service code 13 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $4,506 |
CLARUS PARTNERS1 year Service code 55 1233 DUBLIN ROAD · COLUMBUS, OH 43215 | Other Commissions | $2,819 |
LPL FINANCIAL3+ years Filed as: LPL DINNXIL LLX Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
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.)
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 | $38,059 | $55,453-31.4% | $170,435-77.7% | $62,293-38.9% |
| Participation rate | 28.8% | 66.4%-37.5pp | 83.6%-54.8pp | 69.5%-40.7pp |
| Annual return | 20.59% | 21.38%-0.8pp | 205.94%-185.4pp | 28.90%-8.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,130 | $2,303-50.9% | $4,939-77.1% | $3,169-64.3% |
| Admin fee / account holder | $552 | $455+21.3% | $13,881-96.0% | $479+15.2% |