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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $51,451 |
HUNTER BENEFITS CONSULTING GROUP1+ years Filed as: HUNTER GROUP CPA LLC Service code 10 17-17 ROUTE 208 · FAIR LAWN, NJ 07410 | Accounting | $10,000 |
PFP-NJ INC1+ years Service code 10 461 SOMERSET STREET · NO PLAINFIELD, NJ 07060 | Accounting | $5,711 |
FIRST ALLIED SECURITIES INC1+ years Filed as: FIRST ALLIED SECURITIES Service code 71 655 WEST BROADWAY · SAN DIEGO, CA 92101 | Brokerage Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,356 | $70,002-18.1% | $115,038-50.1% | $52,331+9.6% |
| Participation rate | 71.7% | 72.1%-0.5pp | 81.4%-9.7pp | 68.1%+3.5pp |
| Annual return | 0.59% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,164 | $2,715-57.1% | $4,608-74.7% | $1,882-38.1% |
| Participant deferral / active EE | $3,527 | $4,920-28.3% | $6,026-41.5% | $3,022+16.7% |
| Admin fee / account holder | $126 | $566-77.7% | $8,175-98.5% | $592-78.6% |