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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $9,761 |
HUNNEX AND SHOEMAKER, INC.2+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $4,525 |
LPL FINANCIAL2+ years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,580 | $44,425+2.6% | $67,834-32.8% | $55,167-17.4% |
| Participation rate | 29.8% | 59.7%-29.9pp | 68.8%-39.0pp | 69.0%-39.2pp |
| Annual return | 4.35% | 17.80%-13.4pp | 138.47%-134.1pp | 169.23%-164.9pp |
| Employer contribution / active EE | $259 | $1,351-80.9% | $2,403-89.2% | $1,963-86.8% |
| Participant deferral / active EE | $1,021 | $2,166-52.9% | $3,160-67.7% | $3,054-66.6% |
| Admin fee / account holder | $359 | $530-32.4% | $4,622-92.2% | $504-28.8% |