Filed January 14, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $53,787 |
Filed as: HANLON INVESTMENTS Service code 99 · EIN 22-3723068 3393 BARGAINTOWN ROAD,STE 200 · EGG HARBOR TWP, NJ 08234 | Other Fees | $36,857 |
MGKS1+ years Service code 15 · EIN 86-1001235 6530 N 16TH ST · PHOENIX, AZ 85016 | Recordkeeping | $5,970 |
FIDUCIARY DOCTORS, LLC1+ years Filed as: FIDUCIARY DOCTORS Service code 99 · EIN 45-1427680 500 E BENRICH DR. · GILBERT, AZ 85295 | Other Fees | $5,406 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,411 | $46,360-19.3% | $147,617-74.7% | $52,331-28.5% |
| Participation rate | 91.0% | 64.9%+26.0pp | 84.6%+6.4pp | 68.1%+22.9pp |
| Annual return | -1.97% | 1.62%-3.6pp | 61.98%-64.0pp | 4.54%-6.5pp |
| Employer contribution / active EE | $2,827 | $2,126+33.0% | $5,564-49.2% | $1,882+50.2% |
| Participant deferral / active EE | $3,105 | $2,258+37.5% | $4,895-36.6% | $3,022+2.7% |
| Admin fee / account holder | $681 | $766-11.1% | $11,612-94.1% | $592+15.1% |