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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $86,731 |
Service code 26 · EIN 59-3331424 3030 N ROCKY POINT DR STE 700 · TAMPA, FL 33607 | Advisory (Participants) | $42,487 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 42-1451295 DEPT CH 17048 · PALATINE, IL 60055 | Recordkeeping | $21,612 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 PO BOX 734602 · CHICAGO, IL 60673 | Recordkeeping | $12,454 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,720 | $95,453+124.9% | $112,040+91.6% | $82,448+160.4% |
| Participation rate | 91.0% | 72.8%+18.3pp | 76.5%+14.5pp | 68.1%+22.9pp |
| Annual return | 15.31% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,371 | $2,318+45.4% | $2,954+14.1% | $2,551+32.1% |
| Participant deferral / active EE | $3,492 | $4,224-17.3% | $5,098-31.5% | $4,139-15.6% |
| Admin fee / account holder | $599 | $9,013-93.4% | $12,098-95.0% | $7,234-91.7% |