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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Claims processing... | $34,285 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 9265 COUNSELOR'S ROW, SUITE 105 · INDIANAPOLIS, IN 46240 | Contract Administrator | $2,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $48,482 | $51,466-5.8% | $78,778-38.5% | $62,293-22.2% |
| Participation rate | 38.8% | 59.8%-21.0pp | 69.2%-30.4pp | 69.5%-30.7pp |
| Annual return | 14.97% | 19.96%-5.0pp | 35.62%-20.7pp | 28.90%-13.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,409 | $2,147-34.4% | $2,958-52.4% | $3,169-55.5% |
| Admin fee / account holder | $404 | $489-17.5% | $5,134-92.1% | $479-15.8% |