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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $139,597 |
NILES LANKFORD GROUP, INC.2+ years Service code 49 · EIN 35-1580587 | Other Services | $33,726 |
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 | $38,381 | $37,044+3.6% | $71,796-46.5% | $57,658-33.4% |
| Participation rate | 61.5% | 61.1%+0.4pp | 69.1%-7.6pp | 70.2%-8.7pp |
| Annual return | 5.77% | 12.64%-6.9pp | 78.04%-72.3pp | 5.13%+0.6pp |
| Employer contribution / active EE | $332 | $720-53.9% | $1,924-82.8% | $1,974-83.2% |
| Participant deferral / active EE | $2,377 | $1,974+20.4% | $2,794-15.0% | $3,061-22.3% |
| Admin fee / account holder | $316 | $101+212.9% | $4,815-93.4% | $95+234.1% |