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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,297 |
GELMAN PENSION CONSULTING, INC.3+ years Filed as: GELMAN PENSION CONSULTING Service code 15 70 WEST 40TH STREET 8TH FLOOR · NEW YORK, NY 10018 | Recordkeeping | $1,296 |
QUINT CAPITAL CORPORATION3+ years Service code 33 230 PARK AVE SUITE 460 · NEW YORK, NY 10169 | Securities brokerage | $0 |
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 | $2,165 | $52,293-95.9% | $178,499-98.8% | $73,412-97.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 12.66% | 34.75%-22.1pp | 151.10%-138.4pp | 59.30%-46.6pp |
| Employer contribution / active EE | $817 | $1,735-52.9% | $5,011-83.7% | $2,234-63.4% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $23 | $127-82.1% | $13,986-99.8% | $158-85.5% |