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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,601 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 17 5440 W 110TH STREET · OVERLAND PARK, KS 66211 | Pension Consulting | $5,442 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,285 | $95,406-69.3% | $185,849-84.2% | $85,847-65.9% |
| Participation rate | 56.3% | 68.8%-12.5pp | 81.7%-25.5pp | 69.3%-13.1pp |
| Annual return | 10.05% | 23.59%-13.5pp | 122.10%-112.0pp | 318.61%-308.6pp |
| Employer contribution / active EE | $59 | $3,314-98.2% | $5,169-98.9% | $2,565-97.7% |
| Participant deferral / active EE | $1,233 | $3,424-64.0% | $5,569-77.9% | $3,952-68.8% |
| Admin fee / account holder | $359 | $7,214-95.0% | $16,244-97.8% | $6,261-94.3% |