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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing; Distribution (12b-... | $26,985 |
PENSION ASSURANCE LLP2 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 871104150 | Claims processing; Contract Administr... | $6,870 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 22 | Insurance Broker | $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.)
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 | $15,855 | $43,333-63.4% | $59,883-73.5% | $64,181-75.3% |
| Participation rate | 68.8% | 69.2%-0.4pp | 74.7%-6.0pp | 69.6%-0.8pp |
| Annual return | 6.10% | -1.55%+7.6pp | 3.46%+2.6pp | 7.63%-1.5pp |
| Employer contribution / active EE | $1,557 | $2,029-23.3% | $2,722-42.8% | $2,381-34.6% |
| Participant deferral / active EE | $1,619 | $2,547-36.4% | $3,402-52.4% | $3,470-53.3% |
| Admin fee / account holder | $398 | $3,006-86.7% | $3,591-88.9% | $4,887-91.9% |