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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 12 ONE NATIONWIDE PLAZA · COLUMUBS, OH 43215 | Participant loan processing; Recordke... | $31,075 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES LLC PEARTREE Service code 27 1166 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $28,122 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,031 | $47,135+44.3% | $149,717-54.6% | $74,440-8.6% |
| Participation rate | 42.8% | 63.4%-20.6pp | 78.8%-36.0pp | 70.7%-27.9pp |
| Annual return | 19.19% | 22.75%-3.6pp | 134.41%-115.2pp | 34.37%-15.2pp |
| Employer contribution / active EE | $1,820 | $1,906-4.5% | $4,820-62.2% | $2,638-31.0% |
| Participant deferral / active EE | $3,632 | $2,728+33.1% | $5,682-36.1% | $4,529-19.8% |
| Admin fee / account holder | $314 | $343-8.4% | $13,213-97.6% | $348-9.7% |