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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,183 |
LEGACY BENEFIT SERVICES8+ years Service code 13 · EIN 71-0948945 5600 S. QUEBEC ST, #141B · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $5,370 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE Service code 55 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,404 | $84,402-40.3% | $61,373-17.9% | $134,475-62.5% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -14.16% | 584.55%-598.7pp | 338.61%-352.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,470 | $1,544+59.9% | $1,159+113.1% | $4,740-47.9% |
| Participant deferral / active EE | $6,843 | $2,819+142.8% | $2,125+222.0% | $6,400+6.9% |
| Admin fee / account holder | $709 | $2,585-72.6% | $2,130-66.7% | $11,426-93.8% |