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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $164,640 |
NILES LANKFORD GROUP, INC.3+ years Service code 49 · EIN 35-1580587 | Other Services | $49,896 |
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 | $42,975 | $48,064-10.6% | $78,778-45.4% | $69,631-38.3% |
| Participation rate | 67.6% | 61.6%+6.0pp | 69.2%-1.6pp | 70.7%-3.1pp |
| Annual return | 15.10% | 21.81%-6.7pp | 35.62%-20.5pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $383 | $744-48.5% | $1,986-80.7% | $2,032-81.1% |
| Participant deferral / active EE | $2,681 | $2,079+29.0% | $2,958-9.4% | $3,224-16.8% |
| Admin fee / account holder | $377 | $152+148.3% | $5,134-92.6% | $110+241.8% |