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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,844 |
SAN DIEGO PENSION CONSULTANTS5+ years Service code 13 · EIN 88-0311232 5628 COPLEY DR · SAN DIEGO, CA 92111 | Contract Administrator | $7,570 |
WEDBUSH SECURITIES INC.5+ 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).
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 | $10,132 | $31,679-68.0% | $74,722-86.4% | $65,185-84.5% |
| Participation rate | 14.5% | 40.4%-25.8pp | 54.5%-39.9pp | 70.2%-55.7pp |
| Annual return | 18.76% | 39.04%-20.3pp | 753.11%-734.4pp | 29.38%-10.6pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $141 | $1,191-88.2% | $1,963-92.8% | $3,514-96.0% |
| Admin fee / account holder | $366 | $379-3.3% | $3,335-89.0% | $847-56.8% |