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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $15,222 |
HILL WARD HENDERSON3 years Filed as: HILL COUNTRY GROUP Service code 53 2 SPENCER RD · BOERNE, TX 78006 | Insurance Commissions | $14,816 |
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT, LLC Service code 13 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Contract Administrator | $12,909 |
Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $9,575 |
NATIONWIDE2 years Filed as: NATIONWIDE FINANCIAL Service code 19 | Securities Custodian | $6,541 |
Service code 15 | Recordkeeping | $2,582 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,259 | $84,499-81.9% | $125,391-87.8% | $66,949-77.2% |
| Participation rate | 70.8% | 76.4%-5.6pp | 82.4%-11.6pp | 69.8%+1.0pp |
| Annual return | 20.60% | -8.49%+29.1pp | 572.41%-551.8pp | 1.57%+19.0pp |
| Employer contribution / active EE | $2,467 | $3,554-30.6% | $4,816-48.8% | $2,545-3.1% |
| Participant deferral / active EE | $1,439 | $6,785-78.8% | $7,448-80.7% | $4,239-66.1% |
| Admin fee / account holder | $328 | $685-52.1% | $10,009-96.7% | $594-44.7% |