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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $66,024 |
DARNALL SIKES & FREDERICK1+ years Filed as: DARNALL, SIKES, GARDES & FREDERICK Service code 12 · EIN 72-0738838 | Direct payment from the plan; Partici... | $5,615 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,492 | $70,002+20.7% | $115,038-26.6% | $52,331+61.5% |
| Participation rate | 86.0% | 72.1%+13.9pp | 81.4%+4.6pp | 68.1%+17.9pp |
| Annual return | -2.08% | 4.04%-6.1pp | 26.14%-28.2pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,356 | $2,715-50.0% | $4,608-70.6% | $1,882-27.9% |
| Participant deferral / active EE | $6,144 | $4,920+24.9% | $6,026+2.0% | $3,022+103.3% |
| Admin fee / account holder | $419 | $566-25.9% | $8,175-94.9% | $592-29.1% |