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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $7,373 |
Service code 10 · EIN 20-3886993 | Accounting | $2,317 |
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,340,221 | $87,132+3733.5% | $105,624+3062.4% | $80,959+4025.8% |
| Participation rate | 1.1% | 70.4%-69.3pp | 75.3%-74.2pp | 67.7%-66.6pp |
| Annual return | 13.69% | 17.03%-3.3pp | 116.20%-102.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,108 | $2,397-53.8% | $3,168-65.0% | $2,757-59.8% |
| Participant deferral / active EE | $2,805 | $3,985-29.6% | $5,013-44.0% | $4,300-34.8% |
| Admin fee / account holder | $3,043 | $8,449-64.0% | $10,961-72.2% | $6,925-56.1% |