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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $42,015 |
PENSION FINANCIAL SERVICES, INC.3+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 · EIN 58-1485803 | Contract Administrator | $26,649 |
Filed as: IRON-CO-INDEX COMPREHENSIVE Service code 52 630 DUNDEE RD · NORTHBROOK, IL 60062 | Indirect Investment Fees | $6,037 |
LAMON & STERN INC3+ years Filed as: LAMON & STERN, INC. Service code 22 | Insurance Broker | $0 |
PENSION FINANCIAL SERVICES, INC.3+ years Service code 10 | Accounting | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,944 | $31,388+5.0% | $73,550-55.2% | $62,293-47.1% |
| Participation rate | 92.3% | 39.9%+52.5pp | 54.9%+37.4pp | 69.5%+22.8pp |
| Annual return | 12.55% | 25.34%-12.8pp | -15.16%+27.7pp | 28.90%-16.3pp |
| Employer contribution / active EE | $725 | $498+45.5% | $1,219-40.6% | $2,042-64.5% |
| Participant deferral / active EE | $2,156 | $1,028+109.6% | $1,804+19.5% | $3,169-32.0% |
| Admin fee / account holder | $300 | $299+0.2% | $2,320-87.1% | $479-37.4% |