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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $53,171 |
APW CAPITAL INC2 years Service code 16 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Consulting | $20,105 |
ALTIGRO PENSION SERVICES INC4+ years Filed as: ALTIGRO PENSION SERVICES, INC. Service code 11 · EIN 20-1258185 3 U.S. HIGHWAY 46 WEST · FAIRFIELD, NJ 07004 | Actuarial | $13,014 |
COMPREHENSIVE FINANCIAL PLANNING4+ years Filed as: COMPREHENSIVE ASSET MANAGEMENT Service code 16 2001 ROUTE 46, STE 506 · PARSIPPANY, NJ 07054 | Consulting | $208 |
Filed as: AURORA INSURANCE SERVICES INC Service code 16 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Consulting | $44 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,857 | $51,620-44.1% | $90,304-68.0% | $65,185-55.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 5.88% | 24.94%-19.1pp | 78.13%-72.3pp | 29.38%-23.5pp |
| Employer contribution / active EE | $2,265 | $2,235+1.4% | $2,855-20.7% | $2,177+4.1% |
| Participant deferral / active EE | $2,138 | $2,871-25.5% | $3,885-45.0% | $3,514-39.2% |
| Admin fee / account holder | $0 | $384-100.0% | $5,354-100.0% | $847-100.0% |