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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1011 POYNTZ AVE. · MANHATTAN, KS 66502 | Recordkeeping | $28,106 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,532 |
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 | $35,493 | $80,748-56.0% | $102,383-65.3% | $74,429-52.3% |
| Participation rate | 54.2% | 65.7%-11.5pp | 74.5%-20.3pp | 67.2%-13.0pp |
| Annual return | 19.02% | 27.57%-8.6pp | 24.94%-5.9pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $1,534 | $3,159-51.4% | $3,870-60.4% | $2,625-41.6% |
| Participant deferral / active EE | $2,755 | $3,861-28.6% | $5,060-45.5% | $4,348-36.6% |
| Admin fee / account holder | $363 | $2,371-84.7% | $8,391-95.7% | $1,944-81.3% |