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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $84,331 |
QUINT CAPITAL CORPORATION2 years Service code 26 230 PARK AVENUE, SUITE 908 · NEW YORK, NY 10169 | Advisory (Participants) | $19,488 |
Service code 15 70 WEST 40TH STREET, 8TH FL · NEW YORK, NY 10018 | Recordkeeping | $14,629 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $910 | $56,095-98.4% | $178,499-99.5% | $90,274-99.0% |
| Participation rate | 99.9% | 65.6%+34.4pp | 81.9%+18.0pp | 73.4%+26.6pp |
| Annual return | 7.64% | 28.81%-21.2pp | 151.10%-143.5pp | 53.97%-46.3pp |
| Employer contribution / active EE | $257 | $1,572-83.6% | $5,011-94.9% | $2,523-89.8% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $26 | $101-74.3% | $13,986-99.8% | $114-77.3% |