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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 21 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $28,438 |
TAX SHELTERED COMPENSATION, INC.5+ years Filed as: TSC, INC Service code 15 · EIN 41-0955056 7300 METRO BOULEVARD · EDINA, MN 554394500 | Recordkeeping | $10,765 |
CETERA ADVISOR NETWORKS LLC5+ 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.
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 | $28,247 | $58,895-52.0% | $178,503-84.2% | $73,497-61.6% |
| Participation rate | 54.3% | 66.2%-11.9pp | 81.9%-27.6pp | 70.7%-16.4pp |
| Annual return | 4.84% | 24.86%-20.0pp | 151.12%-146.3pp | 28.51%-23.7pp |
| Employer contribution / active EE | $582 | $2,236-74.0% | $5,011-88.4% | $2,270-74.4% |
| Participant deferral / active EE | $1,030 | $2,567-59.9% | $5,202-80.2% | $3,740-72.5% |
| Admin fee / account holder | $436 | $400+8.8% | $13,987-96.9% | $513-15.1% |