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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $55,590 |
BILLINGS AND COMPANY, INC.4+ years Service code 13 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 51104 | Contract Administrator | $15,644 |
AMERICAN REALTY ADVISORS3 years 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.)
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 | $49,729 | $37,196+33.7% | $154,111-67.7% | $55,725-10.8% |
| Participation rate | 53.9% | 64.1%-10.2pp | 83.0%-29.2pp | 70.9%-17.0pp |
| Annual return | -7.25% | 1319.68%-1326.9pp | 735.18%-742.4pp | 244.93%-252.2pp |
| Employer contribution / active EE | $338 | $1,614-79.0% | $5,298-93.6% | $2,078-83.7% |
| Participant deferral / active EE | $1,186 | $2,068-42.7% | $5,081-76.7% | $3,356-64.7% |
| Admin fee / account holder | $349 | $102+243.7% | $13,411-97.4% | $115+203.2% |