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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9 years Service code 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $71,953 |
Service code 13 PO BOX 730 · SUFFIELD, CT 06078 | Contract Administrator | $7,395 |
JOHN S FITZGIBBONS, CPA PC9 years Filed as: JOHN S. FITZGIBBONS, CPA, PC Service code 10 · EIN 04-3249490 377 MONTGOMERY ST · CHICOPEE, MA 01020 | Accounting | $0 |
STONEX SECURITIES INC1 year Filed as: STONEX FINANCIAL Service code 26 2 PERIMETER PARKWAY SOUTH · BIRMINGHAM, AL 35243 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,222 | $46,464-2.7% | $150,298-69.9% | $79,634-43.2% |
| Participation rate | 58.2% | 57.0%+1.3pp | 77.8%-19.5pp | 62.5%-4.3pp |
| Annual return | 11.08% | 27.89%-16.8pp | 62.79%-51.7pp | 36.46%-25.4pp |
| Employer contribution / active EE | $466 | $1,512-69.1% | $4,154-88.8% | $2,529-81.6% |
| Participant deferral / active EE | $1,496 | $2,157-30.6% | $5,453-72.6% | $3,835-61.0% |
| Admin fee / account holder | $0 | $891-100.0% | $14,116-100.0% | $1,002-100.0% |