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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 21 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $25,745 |
TAX SHELTERED COMPENSATION, INC.2+ years Filed as: TSC, INC Service code 15 · EIN 41-0955056 7300 METRO BOULEVARD · EDINA, MN 554394500 | Recordkeeping | $13,039 |
Filed as: BERGAN KDV Service code 10 · EIN 41-1431613 P.O. BOX 1304 · ST. CLOUD, MN 56302 | Accounting | $5,700 |
CETERA ADVISOR NETWORKS LLC2+ 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.)
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 | $21,718 | $55,453-60.8% | $170,435-87.3% | $62,293-65.1% |
| Participation rate | 38.4% | 66.4%-27.9pp | 83.6%-45.2pp | 69.5%-31.1pp |
| Annual return | 15.06% | 21.38%-6.3pp | 205.94%-190.9pp | 28.90%-13.8pp |
| Employer contribution / active EE | $341 | $2,164-84.2% | $5,432-93.7% | $2,042-83.3% |
| Participant deferral / active EE | $562 | $2,303-75.6% | $4,939-88.6% | $3,169-82.3% |
| Admin fee / account holder | $478 | $455+5.1% | $13,881-96.6% | $479-0.2% |