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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,223 |
GEM-YOUNG WEALTH ADVISORS5+ years Service code 27 · EIN 46-5439400 | Advisory (Plan) | $16,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $86,480 | $70,917+21.9% | $98,920-12.6% | $73,497+17.7% |
| Participation rate | 61.1% | 73.8%-12.7pp | 76.0%-14.9pp | 70.7%-9.6pp |
| Annual return | 3.76% | 34.18%-30.4pp | 196.47%-192.7pp | 28.51%-24.8pp |
| Employer contribution / active EE | $957 | $2,037-53.0% | $2,689-64.4% | $2,270-57.9% |
| Participant deferral / active EE | $1,580 | $3,501-54.9% | $4,245-62.8% | $3,740-57.7% |
| Admin fee / account holder | $457 | $535-14.6% | $6,643-93.1% | $513-11.0% |