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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $78,688 |
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.
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 | $199,346 | $101,591+96.2% | $147,096+35.5% | $74,429+167.8% |
| Participation rate | 82.5% | 75.5%+6.9pp | 82.2%+0.3pp | 67.2%+15.3pp |
| Annual return | 11.97% | 8746.45%-8734.5pp | 419.75%-407.8pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $1,840 | $3,813-51.7% | $4,936-62.7% | $2,625-29.9% |
| Participant deferral / active EE | $7,929 | $7,302+8.6% | $8,071-1.8% | $4,348+82.4% |
| Admin fee / account holder | $580 | $1,750-66.8% | $13,005-95.5% | $1,944-70.1% |