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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,445 |
SAN DIEGO PENSION CONSULTANTS4+ years Service code 13 · EIN 88-0311232 5628 COPLEY DR · SAN DIEGO, CA 92111 | Contract Administrator | $10,072 |
MATRANGA & COMPANY1 year Filed as: MATRANGA AND COMPANY Service code 10 · EIN 20-1147648 6255 LUSK BLVD · SAN DIEGO, CA 92121 | Accounting | $7,135 |
WEDBUSH SECURITIES INC.4+ 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.)
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 | $7,840 | $28,109-72.1% | $71,089-89.0% | $56,289-86.1% |
| Participation rate | 18.0% | 40.4%-22.4pp | 54.6%-36.6pp | 69.9%-51.9pp |
| Annual return | -4.88% | -615.05%+610.2pp | 650.65%-655.5pp | -9.96%+5.1pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $157 | $1,116-85.9% | $1,873-91.6% | $3,350-95.3% |
| Admin fee / account holder | $529 | $585-9.4% | $3,082-82.8% | $521+1.6% |