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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,817 |
SAN DIEGO PENSION CONSULTANTS6+ years Service code 13 · EIN 88-0311232 9665 CHESAPEAKE DRIVE · SAN DIEGO, CA 92123 | Contract Administrator | $12,788 |
COMPLEE BENEFITS1 year Service code 23 16151 SCIENTIFIC WAY · IRVINE, CA 92618 | Insurance services | $350 |
WEDBUSH SECURITIES INC.6+ 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 | $11,922 | $37,436-68.2% | $77,513-84.6% | $79,858-85.1% |
| Participation rate | 16.8% | 41.5%-24.7pp | 54.2%-37.3pp | 69.6%-52.8pp |
| Annual return | 16.34% | 39.75%-23.4pp | 54.81%-38.5pp | 31.72%-15.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $92 | $1,261-92.7% | $1,861-95.0% | $3,740-97.5% |
| Admin fee / account holder | $499 | $2,505-80.1% | $2,859-82.5% | $5,306-90.6% |