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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,565 |
Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33718 | Advisory (Plan) | $34,037 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES, INC. Service code 10 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 210463250 | Accounting | $5,810 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,252 | $104,479+19.9% | $159,474-21.5% | $79,391+57.8% |
| Participation rate | 63.4% | 76.6%-13.2pp | 82.8%-19.4pp | 70.7%-7.3pp |
| Annual return | 15.11% | 67.98%-52.9pp | 263.68%-248.6pp | 116.88%-101.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $7,893 | $6,468+22.0% | $7,353+7.3% | $4,046+95.1% |
| Admin fee / account holder | $957 | $711+34.5% | $10,802-91.1% | $627+52.7% |