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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $52,026 |
NEXUS ADMINISTRATORS, INC.2 years Service code 15 · EIN 77-0586222 | Recordkeeping | $2,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,610 | $50,199+170.1% | $70,098+93.5% | $66,930+102.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -15.40% | -13.85%-1.6pp | 190.76%-206.2pp | 1.57%-17.0pp |
| Employer contribution / active EE | $3,889 | $1,864+108.6% | $2,560+51.9% | $2,545+52.8% |
| Participant deferral / active EE | $6,712 | $3,112+115.7% | $3,849+74.4% | $4,238+58.4% |
| Admin fee / account holder | $304 | $600-49.3% | $6,266-95.2% | $593-48.8% |