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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 | $36,002+350.4% | $161,489+0.4% | $64,728+150.5% |
| Participation rate | 99.4% | 57.4%+41.9pp | 78.7%+20.7pp | 57.9%+41.5pp |
| Annual return | 11.35% | 33.93%-22.6pp | 89.72%-78.4pp | 49.38%-38.0pp |
| Employer contribution / active EE | $12,044 | $1,380+773.0% | $4,268+182.2% | $2,243+437.0% |
| Participant deferral / active EE | $4,851 | $1,815+167.3% | $5,630-13.8% | $2,729+77.8% |
| Admin fee / account holder | $515 | $931-44.7% | $16,006-96.8% | $1,145-55.1% |