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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,359 |
SAN DIEGO PENSION CONSULTANTS2+ years Service code 13 · EIN 88-0311232 5628 COPLEY DR · SAN DIEGO, CA 92111 | Contract Administrator | $8,348 |
WEDBUSH SECURITIES INC.2+ years Filed as: WEDBUSH SECURITIES, INC. Service code 53 · EIN 98-0186363 1000 WILSHIRE BLVD. · LOS ANGELES, CA 90017 | Insurance Commissions | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,944 | $32,037-69.0% | $69,182-85.6% | $62,881-84.2% |
| Participation rate | 30.3% | 43.4%-13.2pp | 55.1%-24.9pp | 69.3%-39.0pp |
| Annual return | -2.94% | 15.16%-18.1pp | -21.93%+19.0pp | 20.14%-23.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $374 | $1,185-68.4% | $1,897-80.3% | $3,203-88.3% |
| Admin fee / account holder | $355 | $2,608-86.4% | $2,697-86.8% | $4,296-91.7% |