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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,620 |
Filed as: MEEDER ADVISORY SERVICES INC Service code 49 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Other Services | $18,217 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES Service code 22 1250 CAPITAL OF TEXAS · AUSTIN, TX 787463300 | Insurance Broker | $14,811 |
AMERICA'S 401K, INC.1+ years Filed as: AMERICA'S 401K INC Service code 13 · EIN 46-1923855 8131 LBJ FREEWAY · DALLAS, TX 75251 | Contract Administrator | $10,065 |
AMERICAS 401K, INC.1+ years Filed as: AMERICAS 401K, INC, Service code 13 | Contract Administrator | $4,794 |
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,036 | $70,667-61.7% | $123,105-78.0% | $52,331-48.3% |
| Participation rate | 83.3% | 83.7%-0.4pp | 86.8%-3.4pp | 68.1%+15.2pp |
| Annual return | -3.61% | 6.23%-9.8pp | 13.22%-16.8pp | 4.54%-8.2pp |
| Employer contribution / active EE | $715 | $2,946-75.7% | $5,151-86.1% | $1,882-62.0% |
| Participant deferral / active EE | $2,475 | $4,493-44.9% | $6,229-60.3% | $3,022-18.1% |
| Admin fee / account holder | $358 | $506-29.3% | $9,014-96.0% | $592-39.5% |