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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,749 |
TRG ADVISORS, INC.2+ years Service code 55 6500 SHERIDAN DR., STE. 110 · WILLIAMSVILLE, NY 14221 | Other Commissions | $31,382 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE, INC. Service code 15 · EIN 16-1613026 270 NORTHPOINTE PARKWAY · AMERHST, NY 142281897 | Recordkeeping | $14,127 |
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 | $15,401 | $39,859-61.4% | $78,676-80.4% | $57,658-73.3% |
| Participation rate | 65.2% | 66.1%-0.9pp | 73.6%-8.3pp | 70.2%-5.0pp |
| Annual return | 7.73% | 18.96%-11.2pp | 62.19%-54.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $364 | $1,786-79.6% | $2,850-87.2% | $1,974-81.6% |
| Participant deferral / active EE | $816 | $2,248-63.7% | $3,517-76.8% | $3,061-73.3% |
| Admin fee / account holder | $29 | $76-61.9% | $4,510-99.4% | $95-69.3% |