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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $71,414 |
SAGEPOINT FINANCIAL INC7+ years Filed as: SAGEPOINT FINANCIAL Service code 17 · EIN 20-1741754 2800 N. CENTRAL AVE · PHOENIX, AZ 850041834 | Pension Consulting | $38,399 |
PENTEGRA SERVICES, INC.7+ years Filed as: APS PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Contract Administrator | $26,591 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,978 | $30,086+39.5% | $61,399-31.6% | $64,814-35.2% |
| Participation rate | 29.0% | 36.4%-7.3pp | 52.6%-23.5pp | 71.5%-42.4pp |
| Annual return | -13.42% | -13.99%+0.6pp | 338.81%-352.2pp | 32.84%-46.3pp |
| Employer contribution / active EE | $489 | $536-8.9% | $1,159-57.8% | $2,507-80.5% |
| Participant deferral / active EE | $699 | $1,126-37.9% | $2,124-67.1% | $4,310-83.8% |
| Admin fee / account holder | $519 | $148+250.4% | $2,131-75.6% | $188+176.4% |