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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NESTEGGS RETIREMENT PLAN SVCS, INC. Service code 12 · EIN 59-3664112 | Recordkeeping and information managem... | $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 | $45,022+13.6% | $85,126-39.9% | $77,714-34.2% |
| Participation rate | 71.4% | 48.7%+22.7pp | 67.5%+3.9pp | 70.6%+0.8pp |
| Annual return | 95.67% | 79.38%+16.3pp | 66.63%+29.0pp | 31.26%+64.4pp |
| Employer contribution / active EE | $2,234 | $1,610+38.8% | $2,731-18.2% | $2,727-18.1% |
| Participant deferral / active EE | $4,685 | $2,811+66.7% | $4,523+3.6% | $4,649+0.8% |
| Admin fee / account holder | $329 | $913-64.0% | $6,160-94.7% | $433-24.1% |