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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $39,766 |
Filed as: QUALIFIED PLAN ADMINISTRATORS, INC Service code 15 · EIN 56-1721260 | Recordkeeping | $12,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,359 | $64,176-9.1% | $112,249-48.0% | $66,938-12.8% |
| Participation rate | 60.2% | 68.4%-8.3pp | 75.1%-14.9pp | 69.8%-9.7pp |
| Annual return | -16.10% | -13.80%-2.3pp | 27.48%-43.6pp | 1.58%-17.7pp |
| Employer contribution / active EE | $340 | $3,007-88.7% | $3,636-90.6% | $2,545-86.6% |
| Participant deferral / active EE | $2,555 | $3,694-30.8% | $4,729-46.0% | $4,238-39.7% |
| Admin fee / account holder | $462 | $626-26.2% | $6,412-92.8% | $594-22.2% |