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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,476 |
Filed as: PENSION FINANCIAL SVCS INC Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $2,747 |
PENSION FINANCIAL SERVICES, INC.3+ years Filed as: PENSION FINANCIAL SVCS., INC. Service code 13 | Contract Administrator | $1,298 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $48,510 | $50,637-4.2% | $86,581-44.0% | $62,293-22.1% |
| Participation rate | 20.0% | 67.9%-47.9pp | 73.5%-53.5pp | 69.5%-49.5pp |
| Annual return | 12.65% | 20.80%-8.1pp | 965.06%-952.4pp | 28.90%-16.2pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,840-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $333 | $413-19.5% | $4,904-93.2% | $479-30.6% |