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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT, LLC Service code 15 · EIN 45-1564286 | Recordkeeping | $38,320 |
NATIONWIDE7 years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $23,536 |
NATIONWIDE2 years Filed as: NATIONWIDE FINANCIAL Service code 51 | Investment Mgmt Fees | $20,802 |
INWEST RETIREMENT SOLUTIONS7 years Service code 15 4305 N. GARFIELD ST, STE 202 · MIDLAND, TX 79705 | Recordkeeping | $18,141 |
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.
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 | $29,792 | $29,507+1.0% | $56,025-46.8% | $77,762-61.7% |
| Participation rate | 26.7% | 32.7%-6.0pp | 52.5%-25.8pp | 70.6%-43.9pp |
| Annual return | 9.85% | 18.90%-9.0pp | 1712.69%-1702.8pp | 31.27%-21.4pp |
| Employer contribution / active EE | $268 | $570-53.0% | $1,042-74.3% | $2,728-90.2% |
| Participant deferral / active EE | $496 | $1,062-53.3% | $1,955-74.6% | $4,651-89.3% |
| Admin fee / account holder | $467 | $1,041-55.2% | $2,828-83.5% | $433+7.8% |