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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,592 |
PENTEGRA SERVICES, INC.3+ years Filed as: APS-PENTEGRA Service code 64 · EIN 13-3892096 | Recordkeeping Fees | $2,930 |
LPL FINANCIAL3+ years Filed as: WADDELL & REED Service code 53 6300 LAMAR AVE · SHAWNEE MISSION, KS 66201 | Insurance Commissions | $0 |
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 | $222,985 | $55,453+302.1% | $170,439+30.8% | $62,293+258.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.20% | 21.38%-4.2pp | 205.94%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $8,411 | $2,164+288.7% | $5,433+54.8% | $2,042+311.8% |
| Participant deferral / active EE | $6,128 | $2,303+166.1% | $4,939+24.1% | $3,169+93.4% |
| Admin fee / account holder | $1,248 | $455+174.2% | $13,881-91.0% | $479+160.3% |