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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $34,971 |
LONG ISLAND EMPLOYEE BENEFITS GROUP10+ years Service code 13 · EIN 11-2931438 325 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Contract Administrator | $34,860 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $28,275 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,539 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,177 | $59,467+46.6% | $93,727-7.0% | $74,478+17.1% |
| Participation rate | 67.4% | 59.6%+7.8pp | 68.7%-1.3pp | 67.2%+0.2pp |
| Annual return | 9.64% | 82.14%-72.5pp | 133.83%-124.2pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $636 | $1,267-49.8% | $2,421-73.7% | $2,626-75.8% |
| Participant deferral / active EE | $4,290 | $3,052+40.6% | $4,417-2.9% | $4,350-1.4% |
| Admin fee / account holder | $467 | $3,028-84.6% | $8,292-94.4% | $1,946-76.0% |