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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 48-1229282 | Advisory (Participants) | $29,667 |
ROUSH INVESTMENTS LLC3 years Filed as: ROUSH INVESTMENTS, LLC Service code 16 · EIN 27-2442764 2014 TULARE AVE STE 608 · FRESNO, CA 93721 | Consulting | $27,044 |
PENTEGRA SERVICES, INC.1 year Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Plan Administrator | $14,382 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $12,056 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC Service code 14 · EIN 13-3745616 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Plan Administrator | $5,151 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Contract Administrator | $1,030 |
NATIONWIDE9 years Service code 14 | Plan Administrator | $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.
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 | $57,503 | $78,607-26.8% | $105,624-45.6% | $74,478-22.8% |
| Participation rate | 99.4% | 72.8%+26.6pp | 75.3%+24.2pp | 67.2%+32.2pp |
| Annual return | 10.33% | 15.96%-5.6pp | 116.20%-105.9pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $2,366 | $2,523-6.2% | $3,168-25.3% | $2,626-9.9% |
| Participant deferral / active EE | $3,165 | $4,325-26.8% | $5,013-36.9% | $4,350-27.3% |
| Admin fee / account holder | $488 | $2,220-78.0% | $10,961-95.6% | $1,946-74.9% |