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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $28,159 |
TS&W INTERNATIONAL1 year Filed as: FM INTERNATIONAL Service code 15 · EIN 11-3416243 11 PROSPECT STREET · HUNTINGTON, NY 11743 | Recordkeeping | $12,507 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PROTFOLIOS FINANCIAL SVCS Service code 49 | Other Services | $10,443 |
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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,924 | $62,928-65.2% | $172,752-87.3% | $67,579-67.6% |
| Participation rate | 98.6% | 64.5%+34.1pp | 82.6%+16.0pp | 71.3%+27.3pp |
| Annual return | 187.28% | 30.36%+156.9pp | 802.97%-615.7pp | 378.56%-191.3pp |
| Employer contribution / active EE | $325 | $1,636-80.1% | $5,144-93.7% | $2,148-84.8% |
| Participant deferral / active EE | $745 | $2,145-65.3% | $5,198-85.7% | $3,539-78.9% |
| Admin fee / account holder | $34 | $167-79.3% | $13,955-99.8% | $142-75.8% |