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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,642 |
ALPHA PENSION GROUP, INC.4 years Service code 27 · EIN 26-2219855 396 COMMONWEALTH ST UNIT D2A · BOSTON, MA 02215 | Advisory (Plan) | $10,953 |
Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $2,846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,145 | $46,332-82.4% | $143,799-94.3% | $64,819-87.4% |
| Participation rate | 68.0% | 64.2%+3.7pp | 80.3%-12.3pp | 71.5%-3.5pp |
| Annual return | -19.63% | -10.05%-9.6pp | -0.04%-19.6pp | 32.84%-52.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $492 | $2,647-81.4% | $5,638-91.3% | $4,311-88.6% |
| Admin fee / account holder | $0 | $154-100.0% | $14,677-100.0% | $188-100.0% |