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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,368 |
Filed as: FLEXIBLE PLAN INVESTMENTS LTD. Service code 26 3883 TELEGRAPH ROAD · BLOOMFIELD HILLS, MI 48302 | Advisory (Participants) | $7,840 |
Service code 15 50 STEWART AVENUE, SUITE 2 · HUNTINGTON, NY 11743 | Recordkeeping | $3,802 |
Participant contribution per participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $15,117 | $55,002-72.5% | $59,899-74.8% | $56,289-73.1% |
| Participation rate | 98.0% | 75.9%+22.1pp | 74.7%+23.3pp | 69.9%+28.1pp |
| Annual return | -3.75% | 1.13%-4.9pp | 3.46%-7.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $750 | $2,448-69.4% | $2,723-72.5% | $2,111-64.5% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $228 | $236-3.3% | $3,592-93.7% | $521-56.3% |