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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 2301 ROSECRANS AVE · EL SEGUNDO, CA 902455670 | Advisory (Participants) | $14,001 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,100 |
LONG ISLAND EMPLOYEE BENEFITS GROUP10+ years Service code 14 325 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Plan Administrator | $8,787 |
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,499 | $69,774-76.4% | $67,575-75.6% | $74,459-77.8% |
| Participation rate | 80.3% | 71.4%+9.0pp | 72.9%+7.4pp | 67.2%+13.1pp |
| Annual return | 12.08% | -40.53%+52.6pp | 3528.98%-3516.9pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $641 | $2,710-76.3% | $2,736-76.6% | $2,626-75.6% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,350-100.0% |
| Admin fee / account holder | $20 | $890-97.7% | $3,993-99.5% | $1,945-99.0% |