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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,841 |
REA SHAW GIFFIN & STUART LLP2 years Filed as: REA SHAW GIFFIN AND STUART LLP Service code 49 2415 9TH STREET · MERIDIAN, MS 39301 | Other Services | $8,500 |
Service code 15 PO BOX 240098 · MONTGOMERY, AL 36124 | Recordkeeping | $8,057 |
INFINEX INVESTMENTS INC2 years Filed as: INFINEX INVESTMENTS, INC. Service code 33 538 PRESTON AVE · MERIDEN, CT 06450 | Securities brokerage | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,534 | $37,446+0.2% | $77,513-51.6% | $79,852-53.0% |
| Participation rate | 34.2% | 41.5%-7.3pp | 54.2%-19.9pp | 69.6%-35.4pp |
| Annual return | 8.96% | 39.76%-30.8pp | 54.81%-45.8pp | 31.72%-22.8pp |
| Employer contribution / active EE | $576 | $637-9.6% | $987-41.6% | $2,471-76.7% |
| Participant deferral / active EE | $791 | $1,261-37.2% | $1,861-57.5% | $3,740-78.8% |
| Admin fee / account holder | $356 | $2,506-85.8% | $2,859-87.5% | $5,306-93.3% |