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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $42,154 |
INWEST RETIREMENT SOLUTIONS2+ years Service code 13 4305 N. GARFIELD, STE 202 · MIDLAND, TX 79705 | Contract Administrator | $21,467 |
Filed as: MEEDER ADVISORY SERVICES, INC Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $10,826 |
M HOLDINGS SECURITIES INC2+ years Filed as: M HOLDINGS SECURITIES, INC Service code 22 1125 W COUCH ST #900 · PORTLAND, OR 97209 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,603 | $66,750-57.1% | $105,754-73.0% | $57,658-50.4% |
| Participation rate | 68.4% | 79.2%-10.7pp | 78.9%-10.5pp | 70.2%-1.8pp |
| Annual return | 5.42% | 10.99%-5.6pp | 12.25%-6.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $1,046 | $3,766-72.2% | $4,079-74.3% | $1,974-47.0% |
| Participant deferral / active EE | $1,493 | $4,933-69.7% | $5,326-72.0% | $3,061-51.2% |
| Admin fee / account holder | $451 | $88+413.4% | $8,309-94.6% | $95+377.0% |