Filed January 14, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $47,046 |
Filed as: HANLON INVESTMENTS Service code 99 · EIN 22-3723068 3393 BARGAINTOWN ROAD,STE 200 · EGG HARBOR TWP, NJ 08234 | Other Fees | $21,052 |
MGKS3+ years Service code 15 · EIN 86-1001235 6530 N 16TH ST · PHOENIX, AZ 85016 | Recordkeeping | $10,450 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,231 | $55,453-27.5% | $170,435-76.4% | $62,293-35.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.16% | 21.38%-11.2pp | 205.94%-195.8pp | 28.90%-18.7pp |
| Employer contribution / active EE | $3,229 | $2,164+49.3% | $5,432-40.6% | $2,042+58.1% |
| Participant deferral / active EE | $3,669 | $2,303+59.3% | $4,939-25.7% | $3,169+15.8% |
| Admin fee / account holder | $488 | $455+7.3% | $13,881-96.5% | $479+1.8% |