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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $45,499 |
PENSION FINANCIAL SERVICES, INC.9+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 · EIN 58-1485803 | Contract Administrator | $44,911 |
LAMON & STERN INC8 years Filed as: LAMON & STERN Service code 22 4200 NORTHSIDE PKWY BLDG 4 STE 300 · ATLANTA, GA 303270000 | Insurance Broker | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,909 | $27,800+68.7% | $58,561-19.9% | $71,511-34.4% |
| Participation rate | 90.4% | 34.6%+55.8pp | 50.9%+39.5pp | 67.9%+22.4pp |
| Annual return | 12.81% | 26.80%-14.0pp | 4251.33%-4238.5pp | 28.86%-16.0pp |
| Employer contribution / active EE | $1,049 | $632+66.1% | $1,053-0.4% | $2,589-59.5% |
| Participant deferral / active EE | $3,067 | $1,208+153.8% | $1,923+59.5% | $4,291-28.5% |
| Admin fee / account holder | $405 | $1,637-75.2% | $2,520-83.9% | $1,588-74.5% |