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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $67,454 |
SAX LLP3 years Filed as: SAX ACCOUNTING TAX ADVISORY Service code 10 855 VALLEY ROAD · CLIFTON, NJ 07013 | Accounting | $23,500 |
PFP-NJ INC6+ years Service code 10 461 SOMERSET STREET · NO PLAINFIELD, NJ 07060 | Accounting | $5,592 |
FIRST ALLIED SECURITIES INC6+ years Filed as: FIRST ALLIED SECURITIES Service code 71 655 WEST BROADWAY · SAN DIEGO, CA 92101 | Brokerage Fees | $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 | $116,417 | $99,957+16.5% | $149,730-22.2% | $73,493+58.4% |
| Participation rate | 64.8% | 75.7%-10.9pp | 82.5%-17.7pp | 70.7%-5.9pp |
| Annual return | 21.32% | 53.87%-32.5pp | 276.70%-255.4pp | 28.51%-7.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,585 | $6,073-41.0% | $6,843-47.6% | $3,740-4.1% |
| Admin fee / account holder | $263 | $551-52.2% | $9,310-97.2% | $513-48.7% |