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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Cl... | $17,478 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 10 · EIN 56-1948756 6201 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 871104150 | Accounting | $1,351 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 71 4211 S. 102ND STREET · OMAHA, NE 68127 | Brokerage Fees | $62 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,903 | $25,723+136.8% | $69,182-12.0% | $55,167+10.4% |
| Participation rate | 21.3% | 39.4%-18.1pp | 55.1%-33.8pp | 69.0%-47.7pp |
| Annual return | 5.57% | 9.56%-4.0pp | -21.93%+27.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $262 | $480-45.4% | $1,206-78.3% | $1,963-86.6% |
| Participant deferral / active EE | $864 | $963-10.4% | $1,897-54.5% | $3,054-71.7% |
| Admin fee / account holder | $572 | $365+57.0% | $2,697-78.8% | $504+13.6% |