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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $85,195 |
HOWARD SIMON & ASSOCIATES, INC.5+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $23,899 |
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 | $74,796 | $88,122-15.1% | $141,177-47.0% | $67,579+10.7% |
| Participation rate | 72.7% | 76.5%-3.8pp | 82.5%-9.8pp | 71.3%+1.4pp |
| Annual return | 34.34% | 75.40%-41.1pp | 71.40%-37.1pp | 378.56%-344.2pp |
| Employer contribution / active EE | $638 | $3,224-80.2% | $4,736-86.5% | $2,148-70.3% |
| Participant deferral / active EE | $2,968 | $5,958-50.2% | $6,710-55.8% | $3,539-16.1% |
| Admin fee / account holder | $304 | $131+132.0% | $10,263-97.0% | $142+113.4% |