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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Recordkeeping | $45,101 |
Filed as: BILLINGS AND COMPANY,LLC Service code 13 · EIN 42-1330861 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $5,565 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 28 50082 AMERIPRISE FINANCIAL SERVICES · MINNEAPOLIS, MN 55474 | Investment Management | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,289 | $47,977-39.0% | $154,114-81.0% | $56,287-48.0% |
| Participation rate | 43.2% | 66.2%-23.0pp | 83.0%-39.8pp | 69.9%-26.6pp |
| Annual return | -7.42% | 3.54%-11.0pp | 735.16%-742.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $535 | $2,169-75.3% | $5,298-89.9% | $2,111-74.6% |
| Participant deferral / active EE | $1,699 | $2,392-29.0% | $5,081-66.6% | $3,350-49.3% |
| Admin fee / account holder | $387 | $438-11.7% | $13,411-97.1% | $521-25.8% |