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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Recordkeeping | $48,424 |
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $7,016 |
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.)
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 | $42,512 | $58,888-27.8% | $178,498-76.2% | $73,493-42.2% |
| Participation rate | 44.0% | 66.2%-22.2pp | 81.9%-37.9pp | 70.7%-26.7pp |
| Annual return | 15.34% | 24.86%-9.5pp | 151.09%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $632 | $2,236-71.7% | $5,011-87.4% | $2,270-72.2% |
| Participant deferral / active EE | $1,934 | $2,568-24.7% | $5,202-62.8% | $3,740-48.3% |
| Admin fee / account holder | $411 | $400+2.6% | $13,985-97.1% | $513-20.0% |