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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,223 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $8,962 |
Filed as: WOODBURY FINANCIAL SERVICES IN Service code 26 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Advisory (Participants) | $8,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,134 | $64,176-59.3% | $112,263-76.7% | $66,949-61.0% |
| Participation rate | 20.4% | 68.4%-48.0pp | 75.1%-54.6pp | 69.8%-49.4pp |
| Annual return | -15.89% | -13.80%-2.1pp | 27.49%-43.4pp | 1.57%-17.5pp |
| Employer contribution / active EE | $777 | $3,007-74.2% | $3,636-78.6% | $2,545-69.5% |
| Participant deferral / active EE | $1,215 | $3,694-67.1% | $4,729-74.3% | $4,239-71.3% |
| Admin fee / account holder | $563 | $626-10.0% | $6,410-91.2% | $594-5.2% |