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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $17,008 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 · EIN 31-1332744 | Advisory (Participants) | $6,046 |
INWEST RETIREMENT SOLUTIONS2+ years Service code 15 · EIN 75-2408441 | Recordkeeping | $2,560 |
M HOLDINGS SECURITIES INC2+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 1125 W COUCH ST #900 · PORTLAND, OR 97209 | Advisory (Participants) | $0 |
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 | $22,576 | $52,884-57.3% | $84,753-73.4% | $55,167-59.1% |
| Participation rate | 85.0% | 67.5%+17.4pp | 76.6%+8.4pp | 69.0%+16.0pp |
| Annual return | 3.23% | 18.03%-14.8pp | 22.78%-19.6pp | 169.23%-166.0pp |
| Employer contribution / active EE | $1,039 | $2,233-53.5% | $3,574-70.9% | $1,963-47.1% |
| Participant deferral / active EE | $1,641 | $2,644-37.9% | $3,712-55.8% | $3,054-46.3% |
| Admin fee / account holder | $531 | $581-8.6% | $5,333-90.0% | $504+5.4% |