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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $96,217 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC. Service code 28 · EIN 35-1151034 1301 S. CLINTON ST. · FORT WAYNE, IN 46802 | Investment Management | $87,300 |
PRIMARK BENEFITS10+ years Service code 13 · EIN 94-2320862 1810 GATEWAY DRIVE · SAN MATEO, CA 94404 | Contract Administrator | $41,793 |
EQUITABLE ADVISORS LLC1 year Service code 28 · EIN 13-4071393 2550 INTERSTATE DRIVE · HARRISBURG, PA 17110 | Investment Management | $34,440 |
Filed as: IRON - CO-FID-COMPREHENSIVE Service code 26 · EIN 26-2409128 630 DUNDEE RD. · NORTHBROOK, IL 60062 | Advisory (Participants) | $28,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $162,161 | $38,165+324.9% | $189,758-14.5% | $69,255+134.2% |
| Participation rate | 99.4% | 66.7%+32.7pp | 79.8%+19.6pp | 69.0%+30.3pp |
| Annual return | 11.35% | 14.65%-3.3pp | 52.62%-41.3pp | 26.73%-15.4pp |
| Employer contribution / active EE | $12,044 | $1,589+658.0% | $4,767+152.7% | $2,645+355.3% |
| Participant deferral / active EE | $4,851 | $2,073+134.0% | $5,856-17.2% | $2,890+67.8% |
| Admin fee / account holder | $515 | $714-28.0% | $20,388-97.5% | $733-29.8% |