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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,454 |
Filed as: BILLINGS AND COMPANY Service code 13 2201 TIMBERLOCH PLACE, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $15,257 |
AMERICAN REALTY ADVISORS4 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.)
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 | $61,791 | $62,928-1.8% | $172,755-64.2% | $67,579-8.6% |
| Participation rate | 52.2% | 64.5%-12.3pp | 82.6%-30.5pp | 71.3%-19.1pp |
| Annual return | 22.95% | 30.36%-7.4pp | 802.94%-780.0pp | 378.56%-355.6pp |
| Employer contribution / active EE | $341 | $1,636-79.2% | $5,144-93.4% | $2,148-84.1% |
| Participant deferral / active EE | $1,279 | $2,145-40.4% | $5,198-75.4% | $3,539-63.9% |
| Admin fee / account holder | $362 | $167+117.4% | $13,955-97.4% | $142+154.5% |