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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,636 |
PENTEGRA SERVICES, INC.7+ years Filed as: APS-PENTEGRA Service code 13 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $3,375 |
LPL FINANCIAL7+ 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.
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,213 | $61,166-52.2% | $185,837-84.3% | $79,393-63.2% |
| Participation rate | 35.0% | 66.6%-31.7pp | 81.7%-46.7pp | 70.7%-35.7pp |
| Annual return | 13.73% | 19.45%-5.7pp | 122.08%-108.3pp | 116.87%-103.1pp |
| Employer contribution / active EE | $150 | $2,321-93.5% | $5,168-97.1% | $2,428-93.8% |
| Participant deferral / active EE | $1,623 | $2,789-41.8% | $5,568-70.8% | $4,046-59.9% |
| Admin fee / account holder | $400 | $710-43.6% | $16,241-97.5% | $627-36.1% |