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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,956 |
PARADIGM BENEFITS LLC8+ years Filed as: PARADIGM BENEFITS, LLC Service code 13 300 EAST BREMER AVENUE, SUITE 220 · WAVERLY, IA 50677 | Contract Administrator | $3,927 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 26 5707 SOUTHWEST PKWY BLDG2 #400 · AUSTIN, TX 787353300 | Advisory (Participants) | $0 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,376 | $65,092-82.5% | $143,799-92.1% | $66,938-83.0% |
| Participation rate | 19.3% | 65.2%-45.9pp | 80.3%-61.0pp | 69.8%-50.5pp |
| Annual return | -16.02% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $39 | $2,362-98.4% | $4,952-99.2% | $2,545-98.5% |
| Participant deferral / active EE | $204 | $2,920-93.0% | $5,638-96.4% | $4,238-95.2% |
| Admin fee / account holder | $308 | $502-38.7% | $14,677-97.9% | $594-48.1% |