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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $105,717 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 26 · EIN 59-3331424 | Advisory (Participants) | $30,000 |
DUNBAR, BENDER & ZAPF, INC.1+ years Filed as: DUNBAR, BENDER & ZAPF, INC Service code 37 · EIN 25-1650062 | Loan Processing | $15,619 |
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 | $50,662 | $72,770-30.4% | $67,652-25.1% | $55,191-8.2% |
| Participation rate | 90.2% | 78.8%+11.4pp | 75.7%+14.5pp | 69.2%+21.0pp |
| Annual return | -1.16% | -3.26%+2.1pp | 6625.40%-6626.6pp | 10.78%-11.9pp |
| Employer contribution / active EE | $847 | $1,769-52.1% | $2,266-62.6% | $1,899-55.4% |
| Participant deferral / active EE | $3,808 | $3,408+11.7% | $3,560+7.0% | $3,046+25.0% |
| Admin fee / account holder | $361 | $79+358.6% | $4,821-92.5% | $91+298.1% |