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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $9,749 |
PRICEKUBECKA PLLC4 years Service code 10 · EIN 75-2783674 | Accounting | $7,500 |
Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 26 · EIN 75-1832551 | Advisory (Participants) | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,526 | $93,182-23.2% | $146,647-51.2% | $79,389-9.9% |
| Participation rate | 48.0% | 76.4%-28.4pp | 80.1%-32.1pp | 70.7%-22.7pp |
| Annual return | 10.10% | 21.61%-11.5pp | 22.75%-12.6pp | 116.89%-106.8pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,209 | $4,169-47.0% | $5,506-59.9% | $4,046-45.4% |
| Admin fee / account holder | $319 | $585-45.5% | $10,281-96.9% | $626-49.1% |