| Provider | Service type | Compensation |
|---|---|---|
Filed as: NESTEGGS RETIREMENT PLAN SVCS, INC. Service code 12 · EIN 59-3664112 | Investment management; Claims process... | $191,682 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,128 | $45,109+13.3% | $85,240-40.0% | $77,762-34.3% |
| Participation rate | 71.4% | 48.7%+22.7pp | 67.5%+3.9pp | 70.6%+0.8pp |
| Annual return | 95.67% | 79.55%+16.1pp | 66.75%+28.9pp | 31.27%+64.4pp |
| Employer contribution / active EE | $2,234 | $1,602+39.5% | $2,735-18.3% | $2,728-18.1% |
| Participant deferral / active EE | $4,685 | $2,814+66.5% | $4,527+3.5% | $4,651+0.7% |
| Admin fee / account holder | $329 | $915-64.1% | $6,165-94.7% | $433-24.0% |