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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 73215 | Custodial (other than securities); Pa... | $34,397 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SOLUTIONS, INC. Service code 15 · EIN 73-1521434 9116 N. KELLEY AVE · OKLAHOMA CITY, OK 73131 | Recordkeeping | $3,854 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFIT SYSTEMS Service code 15 · EIN 75-2383194 6190 LBJ FREEWAY · DALLAS, TX 75240 | Recordkeeping | $256 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 4211 S. 102ND ST · OMAHA, NE 68127 | Securities brokerage | $212 |
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.)
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 | $39,600 | $31,388+26.2% | $73,550-46.2% | $62,293-36.4% |
| Participation rate | 53.7% | 39.9%+13.8pp | 54.9%-1.3pp | 69.5%-15.9pp |
| Annual return | 15.85% | 25.34%-9.5pp | -15.16%+31.0pp | 28.90%-13.1pp |
| Employer contribution / active EE | $212 | $498-57.4% | $1,219-82.6% | $2,042-89.6% |
| Participant deferral / active EE | $1,316 | $1,028+28.0% | $1,804-27.0% | $3,169-58.5% |
| Admin fee / account holder | $355 | $299+18.7% | $2,320-84.7% | $479-25.9% |