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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,208 |
WATERMARK CPA GROUP, LLC1 year Service code 10 5975 CASTLE CREEK PARKWAY N DR · INDIANAPOLIS, IN 46250 | Accounting | $20,000 |
FIDUCIARY CONSULTING GROUP3 years Service code 14 1832 WARD DRIVE, · MURFREESBORO, TN 37129 | Plan Administrator | $18,600 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 · EIN 35-2015845 9265 COUNSELOR'S ROW · INDIANAPOLIS, IN 462406402 | Contract Administrator | $14,331 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,685 | $44,873+21.9% | $79,476-31.2% | $56,287-2.8% |
| Participation rate | 62.3% | 68.7%-6.4pp | 73.3%-11.0pp | 69.9%-7.5pp |
| Annual return | -7.00% | 0.81%-7.8pp | 718.21%-725.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $902 | $2,140-57.8% | $2,800-67.8% | $2,111-57.3% |
| Participant deferral / active EE | $3,118 | $2,746+13.5% | $3,704-15.8% | $3,350-6.9% |
| Admin fee / account holder | $612 | $418+46.2% | $5,113-88.0% | $521+17.5% |