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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC6 years Service code 10 · EIN 27-2442762 | Accounting | $51,310 |
NATIONWIDE6 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $34,043 |
PENTEGRA SERVICES, INC.1 year Filed as: APS PENTEGRA SERVICES INC Service code 14 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Plan Administrator | $15,841 |
PENTEGRA SERVICES, INC.1 year Filed as: APS - PENTEGRA SERVICES INC Service code 14 | Plan Administrator | $1,804 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,502 | $79,438-46.5% | $106,555-60.1% | $79,391-46.5% |
| Participation rate | 99.4% | 74.2%+25.2pp | 76.1%+23.2pp | 70.7%+28.7pp |
| Annual return | 10.22% | 18.27%-8.0pp | 26.80%-16.6pp | 116.88%-106.7pp |
| Employer contribution / active EE | $1,752 | $2,235-21.6% | $2,819-37.9% | $2,428-27.8% |
| Participant deferral / active EE | $2,504 | $3,824-34.5% | $4,399-43.1% | $4,046-38.1% |
| Admin fee / account holder | $541 | $523+3.5% | $7,408-92.7% | $627-13.6% |