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 |
|---|---|---|
NATIONWIDE2+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $46,908 |
Filed as: HANLON INVESTMENTS Service code 99 · EIN 22-3723068 3393 BARGAINTOWN ROAD,STE 200 · EGG HARBOR TWP, NJ 08234 | Other Fees | $31,300 |
MGKS2+ years Service code 15 · EIN 86-1001235 6530 N 16TH ST · PHOENIX, AZ 85016 | Recordkeeping | $8,360 |
FIDUCIARY DOCTORS, LLC2+ years Filed as: FIDUCIARY DOCTORS Service code 99 · EIN 45-1427680 500 E BENRICH DR. · GILBERT, AZ 85295 | Other Fees | $4,111 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,346 | $46,732-26.5% | $156,551-78.1% | $55,167-37.7% |
| Participation rate | 97.7% | 65.8%+31.9pp | 84.0%+13.6pp | 69.0%+28.7pp |
| Annual return | 1.16% | 17.72%-16.6pp | 32.23%-31.1pp | 169.23%-168.1pp |
| Employer contribution / active EE | $3,080 | $2,105+46.3% | $5,501-44.0% | $1,963+56.9% |
| Participant deferral / active EE | $3,225 | $2,204+46.3% | $4,871-33.8% | $3,054+5.6% |
| Admin fee / account holder | $572 | $418+36.8% | $13,028-95.6% | $504+13.6% |