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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $62,795 |
PFP-NJ INC5+ years Service code 10 461 SOMERSET STREET · NO PLAINFIELD, NJ 07060 | Accounting | $5,611 |
FIRST ALLIED SECURITIES INC5+ years Filed as: FIRST ALLIED SECURITIES Service code 71 655 WEST BROADWAY · SAN DIEGO, CA 92101 | Brokerage Fees | $0 |
SAX LLP2 years Filed as: SAX ACCOUNTING TAX ADVISORY Service code 10 855 VALLEY ROAD · CLIFTON, NJ 07013 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,964 | $89,652+5.9% | $141,191-32.7% | $65,185+45.7% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.5%-15.8pp | 70.2%-3.5pp |
| Annual return | 22.70% | 32.79%-10.1pp | 71.41%-48.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,740 | $5,691-34.3% | $6,710-44.3% | $3,514+6.4% |
| Admin fee / account holder | $28 | $569-95.0% | $10,264-99.7% | $847-96.7% |