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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,266 |
SYNOVUS TRUST COMPANY6+ years Service code 21 1148 BROADWAY 3RD FLOOR · COLUMBUS, GA 31901 | Bank Trustee | $18,211 |
APRIO BENEFIT ADVISORS LLC3 years Service code 13 · EIN 58-2526504 5 CONCOURSE PARKWAY STE 1000 · ATLANTA, GA 30328 | Contract Administrator | $8,271 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,675 | $52,293-26.0% | $178,499-78.3% | $73,412-47.3% |
| Participation rate | 18.3% | 65.3%-47.0pp | 81.9%-63.6pp | 72.2%-53.8pp |
| Annual return | 16.28% | 34.75%-18.5pp | 151.10%-134.8pp | 59.30%-43.0pp |
| Employer contribution / active EE | $166 | $1,735-90.4% | $5,011-96.7% | $2,234-92.5% |
| Participant deferral / active EE | $1,056 | $2,332-54.7% | $5,202-79.7% | $3,806-72.3% |
| Admin fee / account holder | $307 | $127+141.1% | $13,986-97.8% | $158+94.5% |