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| Provider | Service type | Compensation |
|---|---|---|
ADVISORS TRUST PLANNING1 year Service code 27 · EIN 59-3513696 1185 IMMOKALEE RD, #120 · NAPLES, FL 34110 | Advisory (Plan) | $13,888 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,407 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $713 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,793 | $55,453+101.6% | $170,435-34.4% | $62,293+79.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.27% | 21.38%-2.1pp | 205.94%-186.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $5,853 | $2,164+170.5% | $5,432+7.7% | $2,042+186.6% |
| Participant deferral / active EE | $4,076 | $2,303+77.0% | $4,939-17.5% | $3,169+28.6% |
| Admin fee / account holder | $601 | $455+32.0% | $13,881-95.7% | $479+25.3% |