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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 21 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $25,060 |
TAX SHELTERED COMPENSATION, INC.3+ years Filed as: TSC, INC Service code 15 · EIN 41-0955056 7300 METRO BOULEVARD · EDINA, MN 554394500 | Recordkeeping | $9,463 |
CETERA ADVISOR NETWORKS LLC3+ 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 | $26,115 | $47,977-45.6% | $154,108-83.1% | $56,289-53.6% |
| Participation rate | 35.5% | 66.2%-30.6pp | 83.0%-47.5pp | 69.9%-34.3pp |
| Annual return | 7.95% | 3.54%+4.4pp | 735.21%-727.3pp | -9.96%+17.9pp |
| Employer contribution / active EE | $323 | $2,169-85.1% | $5,298-93.9% | $2,111-84.7% |
| Participant deferral / active EE | $535 | $2,392-77.6% | $5,081-89.5% | $3,350-84.0% |
| Admin fee / account holder | $401 | $438-8.4% | $13,411-97.0% | $521-22.9% |