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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $71,003 |
Service code 17 · EIN 14-1759450 433 NEW KARNER ROAD · ALBANY, NY 12205 | Pension Consulting | $18,250 |
MARVIN AND COMPANY, P.C.2+ years Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $9,560 |
JAMES M. SHEPPARD, CPA2+ years Service code 10 · EIN 14-1753226 2 EXECUTIVE PARK DRIVE · CLIFTON PARK, NY 12065 | Accounting | $8,595 |
POZEFSKY, BRAMLEY & MURPHY2+ years Filed as: POZEFSKY, BRAMLEY & MURPHY, P.C. Service code 29 · EIN 14-1601487 90 STATE STREET · ALBANY, NY 12207 | Legal | $8,535 |
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 | $46,513 | $63,905-27.2% | $74,183-37.3% | $57,658-19.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.71% | 60.60%-53.9pp | 17.74%-11.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $4,550 | $1,840+147.2% | $2,370+92.0% | $1,974+130.5% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $191 | $91+110.2% | $5,586-96.6% | $95+102.5% |