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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,133 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $9,817 |
Service code 27 6325 RANCH DR. · LITTLE ROCK, AR 72223 | Advisory (Plan) | $6,263 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,081 | $55,453-40.3% | $170,435-80.6% | $62,293-46.9% |
| Participation rate | 99.3% | 66.4%+32.9pp | 83.6%+15.7pp | 69.5%+29.7pp |
| Annual return | 12.26% | 21.38%-9.1pp | 205.94%-193.7pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,505 | $2,164-30.4% | $5,432-72.3% | $2,042-26.3% |
| Participant deferral / active EE | $2,196 | $2,303-4.6% | $4,939-55.5% | $3,169-30.7% |
| Admin fee / account holder | $348 | $455-23.5% | $13,881-97.5% | $479-27.4% |