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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,153 |
SAN DIEGO PENSION CONSULTANTS3+ years Service code 13 · EIN 88-0311232 5628 COPLEY DR · SAN DIEGO, CA 92111 | Contract Administrator | $11,688 |
WEDBUSH SECURITIES INC.3+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $9,619 | $31,388-69.4% | $73,550-86.9% | $62,293-84.6% |
| Participation rate | 19.6% | 39.9%-20.2pp | 54.9%-35.3pp | 69.5%-49.9pp |
| Annual return | 14.74% | 25.34%-10.6pp | -15.16%+29.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $221 | $1,028-78.5% | $1,804-87.8% | $3,169-93.0% |
| Admin fee / account holder | $464 | $299+55.0% | $2,320-80.0% | $479-3.2% |