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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $192,026 |
TRUSTMARK NATIONAL BANK3+ years Service code 15 248 E CAPITOL STREET · JACKSON, MS 39201 | Recordkeeping | $33,929 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC Service code 10 P O BOX 196 · TUPELO, MS 388020196 | Accounting | $9,500 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,569 | $60,545+19.9% | $92,240-21.3% | $69,631+4.2% |
| Participation rate | 56.5% | 72.2%-15.6pp | 76.5%-19.9pp | 70.7%-14.1pp |
| Annual return | 13.07% | 19.71%-6.6pp | 176.29%-163.2pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $1,333 | $2,633-49.4% | $3,680-63.8% | $2,032-34.4% |
| Participant deferral / active EE | $3,758 | $2,828+32.9% | $3,897-3.6% | $3,224+16.6% |
| Admin fee / account holder | $318 | $145+119.4% | $5,194-93.9% | $110+187.7% |