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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $47,857 |
PENSION FINANCIAL SERVICES, INC.7+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 · EIN 58-1485803 | Contract Administrator | $29,441 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON-CO-INDEX COMPREHENSIVE Service code 52 630 DUNDEE RD · NORTHBROOK, IL 60062 | Indirect Investment Fees | $7,767 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,759 | $39,286-6.4% | $80,741-54.5% | $79,391-53.7% |
| Participation rate | 91.2% | 41.0%+50.3pp | 54.2%+37.0pp | 70.7%+20.5pp |
| Annual return | 9.92% | 98.95%-89.0pp | 87.30%-77.4pp | 116.88%-107.0pp |
| Employer contribution / active EE | $466 | $594-21.5% | $1,160-59.8% | $2,428-80.8% |
| Participant deferral / active EE | $2,445 | $1,264+93.5% | $2,145+14.0% | $4,046-39.6% |
| Admin fee / account holder | $307 | $647-52.5% | $3,380-90.9% | $627-51.0% |