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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $63,827 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $32,095 |
INWEST RETIREMENT SOLUTIONS3 years Service code 17 4305 N GARFIELD STREET · MIDLAND, TX 79705 | Pension Consulting | $11,574 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,926 | $83,045-30.2% | $130,026-55.5% | $71,495-19.0% |
| Participation rate | 72.1% | 74.1%-2.1pp | 78.5%-6.4pp | 67.9%+4.1pp |
| Annual return | 10.13% | 20.61%-10.5pp | -137.26%+147.4pp | 28.85%-18.7pp |
| Employer contribution / active EE | $1,157 | $2,623-55.9% | $4,321-73.2% | $2,589-55.3% |
| Participant deferral / active EE | $1,973 | $4,436-55.5% | $5,821-66.1% | $4,291-54.0% |
| Admin fee / account holder | $537 | $1,727-68.9% | $10,608-94.9% | $1,588-66.2% |