Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,065 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 · EIN 35-2015845 9265 COUNSELOR'S ROW · INDIANAPOLIS, IN 462406402 | Contract Administrator | $16,003 |
WATERMARK CPA GROUP, LLC3 years Service code 10 5975 CASTLE CREEK PARKWAY N DR · INDIANAPOLIS, IN 46250 | Accounting | $14,159 |
FIDUCIARY CONSULTING GROUP5 years Service code 13 1832 WARD DRIVE, · MURFREESBORO, TN 37129 | Contract Administrator | $13,951 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,750 | $66,124-8.1% | $90,430-32.8% | $73,493-17.3% |
| Participation rate | 62.9% | 69.7%-6.8pp | 72.7%-9.8pp | 70.7%-7.8pp |
| Annual return | 11.41% | 17.65%-6.2pp | 1293.73%-1282.3pp | 28.51%-17.1pp |
| Employer contribution / active EE | $765 | $2,346-67.4% | $3,262-76.6% | $2,270-66.3% |
| Participant deferral / active EE | $2,759 | $3,039-9.2% | $3,963-30.4% | $3,740-26.2% |
| Admin fee / account holder | $481 | $396+21.4% | $5,613-91.4% | $513-6.2% |