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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 21 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $22,887 |
TAX SHELTERED COMPENSATION, INC.1+ years Filed as: TSC, INC Service code 15 · EIN 41-0955056 7300 METRO BOULEVARD · EDINA, MN 554394500 | Recordkeeping | $11,014 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 27 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455672 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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 | $18,849 | $46,732-59.7% | $156,551-88.0% | $55,167-65.8% |
| Participation rate | 46.9% | 65.8%-18.9pp | 84.0%-37.1pp | 69.0%-22.1pp |
| Annual return | -0.74% | 17.72%-18.5pp | 32.23%-33.0pp | 169.23%-170.0pp |
| Employer contribution / active EE | $364 | $2,105-82.7% | $5,501-93.4% | $1,963-81.4% |
| Participant deferral / active EE | $568 | $2,204-74.2% | $4,871-88.3% | $3,054-81.4% |
| Admin fee / account holder | $353 | $418-15.6% | $13,028-97.3% | $504-29.9% |