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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping and information managem... | $22,105 |
PENSION ASSURANCE LLP3 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 10 · EIN 85-0402842 6201 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 871104150 | Accounting | $2,423 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 71 4211 S. 102ND ST · OMAHA, NE 68127 | Brokerage Fees | $43 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 71 12325 PORT GRACE BLVD · LA VISTAARA, NE 681280001 | Brokerage Fees | $0 |
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.
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 | $59,182 | $28,109+110.5% | $71,086-16.7% | $56,287+5.1% |
| Participation rate | 17.0% | 40.4%-23.4pp | 54.7%-37.7pp | 69.9%-52.9pp |
| Annual return | -12.39% | -615.05%+602.7pp | 650.59%-663.0pp | -9.96%-2.4pp |
| Employer contribution / active EE | $172 | $558-69.2% | $1,088-84.2% | $2,111-91.9% |
| Participant deferral / active EE | $707 | $1,116-36.6% | $1,874-62.3% | $3,350-78.9% |
| Admin fee / account holder | $615 | $585+5.2% | $3,082-80.0% | $521+18.1% |