Filed January 14, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $79,759 |
MGKS9+ years Service code 15 · EIN 86-1001235 7600 N. 16TH STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $12,280 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,025 | $61,391-10.4% | $149,723-63.2% | $71,529-23.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 11.79% | 35.88%-24.1pp | 134.50%-122.7pp | 28.97%-17.2pp |
| Employer contribution / active EE | $4,115 | $2,384+72.6% | $4,821-14.6% | $2,590+58.9% |
| Participant deferral / active EE | $4,668 | $2,921+59.8% | $5,682-17.9% | $4,291+8.8% |
| Admin fee / account holder | $567 | $1,264-55.1% | $13,215-95.7% | $1,588-64.3% |