Filed January 14, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $79,786 |
MGKS8+ years Service code 15 · EIN 86-1001235 7600 N. 16TH STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $10,620 |
KIMBERLIN COMPANY, PLLC1 year Service code 10 · EIN 45-5497718 7517 S MCCLINTOCK, STE 107 · TEMPE, AZ 85283 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,075 | $65,125-23.1% | $143,797-65.2% | $66,949-25.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -12.88% | -11.13%-1.7pp | -0.04%-12.8pp | 1.57%-14.4pp |
| Employer contribution / active EE | $3,856 | $2,362+63.2% | $4,952-22.1% | $2,545+51.5% |
| Participant deferral / active EE | $4,314 | $2,920+47.7% | $5,638-23.5% | $4,239+1.8% |
| Admin fee / account holder | $626 | $503+24.6% | $14,679-95.7% | $594+5.5% |