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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $47,518 |
TRG ADVISORS, INC.3+ years Service code 55 6500 SHERIDAN DR., STE. 110 · WILLIAMSVILLE, NY 14221 | Other Commissions | $18,325 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SERVICE, INC. Service code 15 · EIN 16-1613026 270 NORTHPOINTE PARKWAY · AMERHST, NY 142281897 | Recordkeeping | $17,357 |
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 | $19,151 | $46,100-58.5% | $86,582-77.9% | $69,631-72.5% |
| Participation rate | 65.6% | 67.2%-1.6pp | 73.5%-7.9pp | 70.7%-5.1pp |
| Annual return | 17.01% | 21.02%-4.0pp | 965.08%-948.1pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $378 | $1,850-79.6% | $2,839-86.7% | $2,032-81.4% |
| Participant deferral / active EE | $900 | $2,432-63.0% | $3,609-75.1% | $3,224-72.1% |
| Admin fee / account holder | $35 | $94-62.7% | $4,904-99.3% | $110-68.3% |