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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC7 years Service code 10 · EIN 27-2442762 | Accounting | $41,740 |
ROUSH INVESTMENTS LLC1 year Filed as: ROUSH INVESTMENTS, LLC Service code 16 · EIN 27-2442764 2014 TULARE AVE STE 608 · FRESNO, CA 93721 | Consulting | $41,740 |
NATIONWIDE7 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $26,808 |
PENTEGRA SERVICES, INC.2 years Filed as: APS PENTEGRA SERVICES INC Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Plan Administrator | $12,696 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 14 · EIN 13-3745616 | Plan Administrator | $3,610 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 | Contract Administrator | $538 |
PENTEGRA SERVICES, INC.2 years Filed as: APS - PENTEGRA SERVICES INC Service code 14 | Plan Administrator | $453 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,224 | $72,607-46.0% | $90,749-56.8% | $66,914-41.4% |
| Participation rate | 99.4% | 73.7%+25.8pp | 75.7%+23.7pp | 69.8%+29.6pp |
| Annual return | -13.22% | -12.28%-0.9pp | -12.16%-1.1pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,918 | $2,369-19.0% | $2,921-34.3% | $2,544-24.6% |
| Participant deferral / active EE | $2,549 | $3,977-35.9% | $4,564-44.1% | $4,237-39.8% |
| Admin fee / account holder | $456 | $707-35.5% | $8,445-94.6% | $593-23.1% |