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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account maintenance fees; Custodial (... | $29,301 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT SYSTEMS Service code 15 · EIN 75-2383194 6190 LBJ FREEWAY · DALLAS, TX 75240 | Recordkeeping | $10,508 |
ARVEST ASSET MANAGEMENT1+ years Service code 51 PO BOX 333 · LOWELL, AR 727450333 | Investment Mgmt Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,845 | $26,805+0.1% | $59,496-54.9% | $52,331-48.7% |
| Participation rate | 62.0% | 39.3%+22.7pp | 54.6%+7.5pp | 68.1%-6.1pp |
| Annual return | -2.99% | 2.61%-5.6pp | 182.05%-185.0pp | 4.54%-7.5pp |
| Employer contribution / active EE | $228 | $450-49.3% | $1,153-80.2% | $1,882-87.9% |
| Participant deferral / active EE | $1,232 | $916+34.4% | $1,829-32.7% | $3,022-59.2% |
| Admin fee / account holder | $339 | $305+11.1% | $2,232-84.8% | $592-42.7% |