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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $152,452 |
BEENE GARTER LLP3+ years Filed as: BEENE GARTER Service code 15 · EIN 38-1337372 | Recordkeeping | $34,813 |
Filed as: IRON-CO-FID COMPREHENSIVE Service code 28 · EIN 26-2409128 | Investment Management | $16,853 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 | Contract Administrator | $5,618 |
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.)
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 | $46,604 | $46,173+0.9% | $170,435-72.7% | $69,631-33.1% |
| Participation rate | 62.5% | 63.9%-1.4pp | 83.6%-21.1pp | 70.7%-8.2pp |
| Annual return | 15.71% | 21.62%-5.9pp | 205.94%-190.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,395 | $1,610-13.3% | $5,432-74.3% | $2,032-31.3% |
| Participant deferral / active EE | $2,492 | $2,080+19.8% | $4,939-49.5% | $3,224-22.7% |
| Admin fee / account holder | $315 | $116+172.0% | $13,881-97.7% | $110+185.6% |