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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,690 |
EKSTRA LLC2 years Service code 29 · EIN 85-3994086 | Legal | $7,904 |
Filed as: HUNNEX & SHOEMAKER Service code 15 · EIN 91-1072394 PO BOX 24629 · SEATTLE, WA 98124 | Recordkeeping | $6,920 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,785 | $125,797-65.2% | $170,043-74.3% | $75,173-41.8% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.0%+1.6pp | 67.2%+21.4pp |
| Annual return | 25.95% | 27.20%-1.3pp | 53.40%-27.5pp | 160.72%-134.8pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,810 | $6,838-15.0% | $10,410-44.2% | $4,126+40.8% |
| Admin fee / account holder | $431 | $8,177-94.7% | $12,824-96.6% | $5,651-92.4% |