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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $62,257 |
NEXUS ADMINISTRATORS, INC.4 years Service code 15 · EIN 77-0586222 | Recordkeeping | $1,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,764 | $62,166+176.3% | $81,286+111.3% | $74,429+130.8% |
| Participation rate | 84.9% | 64.1%+20.9pp | 69.5%+15.4pp | 67.2%+17.7pp |
| Annual return | 12.32% | 16.50%-4.2pp | 24.80%-12.5pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $2,952 | $1,881+57.0% | $2,463+19.9% | $2,625+12.5% |
| Participant deferral / active EE | $6,859 | $3,223+112.8% | $3,883+76.6% | $4,348+57.7% |
| Admin fee / account holder | $366 | $1,925-81.0% | $5,764-93.6% | $1,944-81.2% |