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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 13 · EIN 31-4156830 ONE NATIONWDIE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $18,231 |
TS&W INTERNATIONAL1 year Filed as: FM INTERNATIONAL Service code 15 · EIN 11-3416243 11 PROSPECT ST · HUNTINGTON, NY 11743 | Recordkeeping | $8,442 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 | Other Services | $6,326 |
AMERICAN PORTFOLIOS FINANCIAL2+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 49 · EIN 11-3018002 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $202,342-100.0% | $172,753-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | -96.70% | 1029.88%-1126.6pp | 803.00%-899.7pp | 345.46%-442.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |