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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $43,099 |
TS&W INTERNATIONAL4 years Filed as: FM INTERNATIONAL Service code 15 · EIN 11-3416243 11 PROSPECT STREET · HUNTINGTON, NY 11743 | Recordkeeping | $23,967 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SRVS Service code 49 | Other Services | $14,999 |
AMERICAN PORTFOLIOS FINANCIAL5+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 49 · EIN 11-3018002 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,903 | $65,092-74.0% | $143,799-88.2% | $66,938-74.7% |
| Participation rate | 64.8% | 65.2%-0.4pp | 80.3%-15.5pp | 69.8%-5.0pp |
| Annual return | -14.22% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $528 | $2,362-77.7% | $4,952-89.3% | $2,545-79.3% |
| Participant deferral / active EE | $980 | $2,920-66.5% | $5,638-82.6% | $4,238-76.9% |
| Admin fee / account holder | $65 | $502-87.0% | $14,677-99.6% | $594-89.0% |