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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,343 |
BILLINGS AND COMPANY, INC.2+ years Service code 13 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 51104 | Contract Administrator | $16,952 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN STATE BANK Service code 26 525 N MAIN · SIOUX CENTER, IA 51250 | Advisory (Participants) | $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.)
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 | $47,924 | $36,916+29.8% | $156,551-69.4% | $57,658-16.9% |
| Participation rate | 52.5% | 63.4%-10.9pp | 84.0%-31.5pp | 70.2%-17.7pp |
| Annual return | 9.35% | 12.38%-3.0pp | 32.23%-22.9pp | 5.13%+4.2pp |
| Employer contribution / active EE | $334 | $1,571-78.7% | $5,501-93.9% | $1,974-83.1% |
| Participant deferral / active EE | $1,194 | $1,926-38.0% | $4,871-75.5% | $3,061-61.0% |
| Admin fee / account holder | $308 | $82+273.9% | $13,028-97.6% | $95+226.2% |