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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,043 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SRVICES, INC. Service code 15 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Recordkeeping | $6,138 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,731 | $75,183-24.5% | $123,894-54.2% | $55,167+2.8% |
| Participation rate | 66.4% | 72.8%-6.4pp | 81.4%-15.0pp | 69.0%-2.6pp |
| Annual return | 10.35% | 19.01%-8.7pp | 47.52%-37.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,379 | $5,084+5.8% | $5,984-10.1% | $3,054+76.1% |
| Admin fee / account holder | $496 | $663-25.1% | $8,357-94.1% | $504-1.5% |