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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC2 years Filed as: ROUSH INVESTMENTS, LLC Service code 16 · EIN 27-2442764 2014 TULARE AVE STE 608 · FRESNO, CA 93721 | Consulting | $45,846 |
NATIONWIDE8 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $30,372 |
PENTEGRA SERVICES, INC.3 years Filed as: APS PENTEGRA SERVICES INC Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Plan Administrator | $13,745 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC Service code 14 · EIN 13-3745616 | Plan Administrator | $4,162 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 | Contract Administrator | $832 |
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 | $47,747 | $71,534-33.3% | $98,462-51.5% | $71,529-33.2% |
| Participation rate | 99.4% | 72.7%+26.7pp | 75.2%+24.3pp | 67.9%+31.5pp |
| Annual return | 13.22% | 32.44%-19.2pp | 21.17%-8.0pp | 28.97%-15.8pp |
| Employer contribution / active EE | $2,162 | $2,399-9.9% | $3,049-29.1% | $2,590-16.5% |
| Participant deferral / active EE | $3,018 | $4,109-26.5% | $4,738-36.3% | $4,291-29.7% |
| Admin fee / account holder | $494 | $1,677-70.5% | $8,875-94.4% | $1,588-68.9% |