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| Provider | Service type | Compensation |
|---|---|---|
1111 SYSTEMS1 year Filed as: SYSTEMS PLUS, INC. Service code 28 | Investment Management | $33,697 |
NATIONWIDE5 years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $22,344 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,096 | $101,653-45.8% | $147,080-62.5% | $74,459-26.0% |
| Participation rate | 61.6% | 75.6%-14.0pp | 82.2%-20.6pp | 67.2%-5.6pp |
| Annual return | 14.17% | 8754.98%-8740.8pp | 420.17%-406.0pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $1,116 | $3,813-70.7% | $4,933-77.4% | $2,626-57.5% |
| Participant deferral / active EE | $7,360 | $7,304+0.8% | $8,066-8.8% | $4,350+69.2% |
| Admin fee / account holder | $546 | $1,752-68.8% | $12,989-95.8% | $1,945-71.9% |