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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 26 8260 NORTHCREEK DRIVE, SUITE 200 · CINCINNATTI, OH 45236 | Advisory (Participants) | $18,729 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 10 · EIN 48-0890241 | Accounting | $5,314 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,707 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,361 | $78,707-88.1% | $117,861-92.1% | $70,126-86.7% |
| Participation rate | 44.0% | 73.2%-29.2pp | 79.7%-35.7pp | 69.5%-25.5pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $774 | $2,223-65.2% | $3,786-79.6% | $2,343-67.0% |
| Participant deferral / active EE | $1,749 | $3,297-46.9% | $4,482-61.0% | $3,332-47.5% |
| Admin fee / account holder | $366 | $5,066-92.8% | $8,021-95.4% | $4,645-92.1% |