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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 · EIN 31-1592130 | Recordkeeping | $40,079 |
CALTON & ASSOCIATES, INC.4 years Service code 15 | Recordkeeping | $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,386 | $95,383+38.8% | $185,837-28.8% | $85,856+54.2% |
| Participation rate | 64.4% | 68.8%-4.4pp | 81.7%-17.3pp | 69.3%-5.0pp |
| Annual return | 11.20% | 23.59%-12.4pp | 122.08%-110.9pp | 318.58%-307.4pp |
| Employer contribution / active EE | $3,491 | $3,313+5.4% | $5,168-32.4% | $2,565+36.1% |
| Participant deferral / active EE | $4,839 | $3,423+41.3% | $5,568-13.1% | $3,952+22.4% |
| Admin fee / account holder | $1,994 | $7,213-72.4% | $16,241-87.7% | $6,261-68.1% |