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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $46,657 |
Filed as: TEAL, BECKER, AND CHIARAMONTE, CPAS Service code 10 · EIN 14-1624930 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Accounting | $15,000 |
KRAKOW & SOURIS1 year Filed as: KRAKOW, SOURIS, & LANDRY, LLC Service code 29 · EIN 04-3363718 90 CANAL STREET 4TH FLOOR · BOSTON, MA 02114 | Legal | $10,000 |
CREATIVE PENSION CONSULTANTS, INC.10+ years Service code 17 · EIN 14-1759450 433 NEW KARNER ROAD · ALBANY, NY 12205 | Pension Consulting | $9,600 |
JAMES M. SHEPPARD, CPA10+ years Service code 10 · EIN 14-1753226 2 EXECUTIVE PARK DRIVE · CLIFTON PARK, NY 12065 | Accounting | $8,920 |
LPL FINANCIAL8 years Filed as: NEXT FINANCIAL GROUP, INC. Service code 72 11740 KATY FWY STE 600 · HOUSTON, TX 77079 | Other investment fees and expenses | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,353 | $89,093+39.6% | $102,434+21.4% | $77,736+60.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.44% | 25.03%-10.6pp | 29.46%-15.0pp | 31.26%-16.8pp |
| Employer contribution / active EE | $7,377 | $2,699+173.3% | $3,023+144.0% | $2,728+170.4% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,055-100.0% | $4,651-100.0% |
| Admin fee / account holder | $221 | $236-6.4% | $9,462-97.7% | $433-49.1% |