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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY, STE 550 · DULUTH, GA 30096 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $29,292 | $84,493-65.3% | $125,381-76.6% | $66,938-56.2% |
| Participation rate | 67.0% | 76.4%-9.4pp | 82.4%-15.4pp | 69.8%-2.8pp |
| Annual return | -18.70% | -8.49%-10.2pp | 572.31%-591.0pp | 1.58%-20.3pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,599 | $6,783-61.7% | $7,448-65.1% | $4,238-38.7% |
| Admin fee / account holder | $436 | $685-36.4% | $10,007-95.6% | $594-26.6% |