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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $38,175 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 37 ATTN RETIREMENT PLAN SOLUTIONS · EL SEGUNDO, CA 90245 | Loan Processing | $22,217 |
SAX LLP5 years Filed as: SAX ACCOUNTING TAX ADVISORY Service code 10 855 VALLEY ROAD · CLIFTON, NJ 07013 | Accounting | $14,500 |
PFP-NJ INC8+ years Service code 10 461 SOMERSET STREET · NO PLAINFIELD, NJ 07060 | Accounting | $6,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,710 | $84,493+31.0% | $125,381-11.7% | $66,938+65.4% |
| Participation rate | 66.7% | 76.4%-9.7pp | 82.4%-15.7pp | 69.8%-3.1pp |
| Annual return | -17.39% | -8.49%-8.9pp | 572.31%-589.7pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,239 | $6,783-37.5% | $7,448-43.1% | $4,2380% |
| Admin fee / account holder | $294 | $685-57.0% | $10,007-97.1% | $594-50.4% |