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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 | $46,464+249.0% | $150,298+7.9% | $79,634+103.6% |
| Participation rate | 99.4% | 57.0%+42.4pp | 77.8%+21.6pp | 62.5%+36.9pp |
| Annual return | 11.35% | 27.89%-16.5pp | 62.79%-51.4pp | 36.46%-25.1pp |
| Employer contribution / active EE | $12,044 | $1,512+696.8% | $4,154+189.9% | $2,529+376.2% |
| Participant deferral / active EE | $4,851 | $2,157+124.9% | $5,453-11.0% | $3,835+26.5% |
| Admin fee / account holder | $515 | $891-42.2% | $14,116-96.4% | $1,002-48.6% |