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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-1592130 | Recordkeeping | $23,549 |
Service code 15 | Recordkeeping | $0 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,803 | $75,962-2.8% | $154,108-52.1% | $64,173+15.0% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | 35.87% | 30.32%+5.6pp | 735.21%-699.3pp | 7.63%+28.2pp |
| Employer contribution / active EE | $3,504 | $3,350+4.6% | $5,298-33.9% | $2,381+47.2% |
| Participant deferral / active EE | $5,155 | $3,175+62.4% | $5,081+1.5% | $3,470+48.6% |
| Admin fee / account holder | $3,465 | $5,589-38.0% | $13,411-74.2% | $4,887-29.1% |