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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $68,380 |
THE PENSION DESIGN GROUP1 year Service code 14 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 43085 | Plan Administrator | $11,735 |
PENTEGRA SERVICES, INC.5+ years Filed as: PENTEGRA Service code 14 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Plan Administrator | $8,834 |
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 | $30,015 | $40,174-25.3% | $84,021-64.3% | $67,579-55.6% |
| Participation rate | 53.0% | 62.7%-9.7pp | 69.0%-16.0pp | 71.3%-18.3pp |
| Annual return | 20.83% | 25.82%-5.0pp | 71.32%-50.5pp | 378.56%-357.7pp |
| Employer contribution / active EE | $338 | $808-58.1% | $1,984-82.9% | $2,148-84.2% |
| Participant deferral / active EE | $2,142 | $2,301-6.9% | $3,239-33.9% | $3,539-39.5% |
| Admin fee / account holder | $308 | $128+140.0% | $6,102-95.0% | $142+116.5% |