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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $44,819 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SRVS Service code 49 | Other Services | $15,951 |
TS&W INTERNATIONAL2 years Filed as: FM INTERNATIONAL Service code 15 · EIN 11-3416243 11 PROSPECT STREET · HUNTINGTON, NY 11743 | Recordkeeping | $14,948 |
AMERICAN PORTFOLIOS FINANCIAL3+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 49 · EIN 11-3018002 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,527 | $52,293-64.6% | $178,499-89.6% | $73,412-74.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 8.83% | 34.75%-25.9pp | 151.10%-142.3pp | 59.30%-50.5pp |
| Employer contribution / active EE | $812 | $1,735-53.2% | $5,011-83.8% | $2,234-63.6% |
| Participant deferral / active EE | $340 | $2,332-85.4% | $5,202-93.5% | $3,806-91.1% |
| Admin fee / account holder | $33 | $127-73.8% | $13,986-99.8% | $158-78.9% |