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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,306 |
GELMAN PENSION CONSULTING, INC.1+ years Filed as: GELMAN PENSION CONSULTING Service code 15 70 WEST 40TH STREET 8TH FLOOR · NEW YORK, NY 10018 | Recordkeeping | $501 |
QUINT CAPITAL CORPORATION1+ years Service code 33 230 PARK AVE SUITE 460 · NEW YORK, NY 10169 | Securities brokerage | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,120 | $37,196-97.0% | $154,111-99.3% | $55,725-98.0% |
| Participation rate | 99.1% | 64.1%+35.0pp | 83.0%+16.1pp | 70.9%+28.3pp |
| Annual return | -10.04% | 1319.68%-1329.7pp | 735.18%-745.2pp | 244.93%-255.0pp |
| Employer contribution / active EE | $821 | $1,614-49.1% | $5,298-84.5% | $2,078-60.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $19 | $102-81.8% | $13,411-99.9% | $115-83.9% |