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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,650 |
TRG ADVISORS, INC.1+ years Service code 55 6500 SHERIDAN DR., STE. 110 · WILLIAMSVILLE, NY 14221 | Other Commissions | $31,162 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE, INC. Service code 15 · EIN 16-1613026 270 NORTHPOINTE PARKWAY · AMERHST, NY 142281897 | Recordkeeping | $16,326 |
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 | $14,445 | $38,925-62.9% | $73,836-80.4% | $55,191-73.8% |
| Participation rate | 63.9% | 66.0%-2.2pp | 73.4%-9.6pp | 69.2%-5.3pp |
| Annual return | -0.46% | 6.31%-6.8pp | 2268.06%-2268.5pp | 10.78%-11.2pp |
| Employer contribution / active EE | $351 | $1,695-79.3% | $2,787-87.4% | $1,899-81.5% |
| Participant deferral / active EE | $754 | $2,351-67.9% | $3,583-79.0% | $3,046-75.2% |
| Admin fee / account holder | $39 | $83-53.4% | $4,882-99.2% | $91-57.4% |