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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,456 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SRVCS Service code 27 P.O. BOX 14527 · ST. PETERSBURG, FL 33733 | Advisory (Plan) | $24,823 |
THE PENSION DESIGN GROUP1+ years Service code 14 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 43085 | Plan Administrator | $10,721 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANS ASSOCIATES, INC. Service code 14 | Plan Administrator | $3,161 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,598 | $21,965+57.5% | $59,496-41.8% | $59,188-41.5% |
| Participation rate | 9.1% | 32.6%-23.4pp | 54.6%-45.4pp | 69.4%-60.3pp |
| Annual return | -4.43% | 22.15%-26.6pp | 182.05%-186.5pp | 5.51%-9.9pp |
| Employer contribution / active EE | $137 | $316-56.6% | $1,153-88.1% | $2,098-93.5% |
| Participant deferral / active EE | $377 | $732-48.4% | $1,829-79.4% | $3,265-88.4% |
| Admin fee / account holder | $373 | $74+401.1% | $2,232-83.3% | $92+304.2% |