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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $61,430 |
DEFINITI LLC3 years Filed as: DEFINIT, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $17,979 |
AMERICAN REALTY ADVISORS7 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,406 | $46,325+47.7% | $143,788-52.4% | $64,814+5.5% |
| Participation rate | 52.7% | 64.2%-11.5pp | 80.3%-27.6pp | 71.5%-18.7pp |
| Annual return | -15.66% | -10.05%-5.6pp | -0.03%-15.6pp | 32.84%-48.5pp |
| Employer contribution / active EE | $410 | $1,911-78.6% | $4,952-91.7% | $2,507-83.7% |
| Participant deferral / active EE | $1,761 | $2,647-33.5% | $5,638-68.8% | $4,310-59.1% |
| Admin fee / account holder | $427 | $154+177.6% | $14,675-97.1% | $188+127.3% |