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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,661 |
REA SHAW GIFFIN & STUART LLP3+ years Filed as: REA, SHAW, GIFFIN & STUART, LLP Service code 49 PO BOX 2090 · MERIDIAN, MS 39302 | Other Services | $8,500 |
Service code 15 PO BOX 240098 · MONTGOMERY, AL 36124 | Recordkeeping | $5,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,292 | $31,388-3.5% | $73,550-58.8% | $62,293-51.4% |
| Participation rate | 29.8% | 39.9%-10.0pp | 54.9%-25.1pp | 69.5%-39.7pp |
| Annual return | 14.28% | 25.34%-11.1pp | -15.16%+29.4pp | 28.90%-14.6pp |
| Employer contribution / active EE | $394 | $498-20.9% | $1,219-67.7% | $2,042-80.7% |
| Participant deferral / active EE | $554 | $1,028-46.1% | $1,804-69.3% | $3,169-82.5% |
| Admin fee / account holder | $302 | $299+1.0% | $2,320-87.0% | $479-36.9% |