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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,903 |
Filed as: ROYAL ALLIANCE Service code 26 | Advisory (Participants) | $21,436 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT & COMPANY INC Service code 26 110 W FAYETTE ST, 5TH FLOOR · SYRACUSE, NY 13202 | Advisory (Participants) | $16,291 |
Filed as: PENSION FINANCIAL SVCS INC Service code 13 3700 CRESTWOOD PARKWAY, SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $11,062 |
Filed as: PENSION FINANCIAL SERVICES Service code 13 | Contract Administrator | $9,432 |
Filed as: ROYAL ALLIANCE ASSOC, INC. Service code 26 10 EXCHANGE PLACE, SUITE 1410 · JERSEY CITY, NJ 07302 | Advisory (Participants) | $0 |
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).
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 | $33,293 | $50,637-34.3% | $86,582-61.5% | $62,293-46.6% |
| Participation rate | 57.1% | 67.9%-10.7pp | 73.5%-16.4pp | 69.5%-12.4pp |
| Annual return | 16.87% | 20.80%-3.9pp | 965.08%-948.2pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,456 | $2,075-29.9% | $2,839-48.7% | $2,042-28.7% |
| Participant deferral / active EE | $1,939 | $2,611-25.7% | $3,609-46.3% | $3,169-38.8% |
| Admin fee / account holder | $490 | $413+18.5% | $4,904-90.0% | $479+2.2% |