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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,859 |
TRG ADVISORS, INC.4+ years Service code 55 6500 SHERIDAN DR., STE. 110 · WILLIAMSVILLE, NY 14221 | Other Commissions | $20,936 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SERVICE, INC. Service code 15 · EIN 16-1613026 270 NORTHPOINTE PARKWAY · AMERHST, NY 142281897 | Recordkeeping | $17,096 |
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 | $14,013 | $43,999-68.2% | $79,467-82.4% | $55,725-74.9% |
| Participation rate | 65.6% | 66.9%-1.4pp | 73.3%-7.8pp | 70.9%-5.3pp |
| Annual return | -5.77% | 1.81%-7.6pp | 718.30%-724.1pp | 244.93%-250.7pp |
| Employer contribution / active EE | $391 | $1,830-78.7% | $2,800-86.1% | $2,078-81.2% |
| Participant deferral / active EE | $939 | $2,538-63.0% | $3,704-74.7% | $3,356-72.0% |
| Admin fee / account holder | $31 | $118-73.9% | $5,104-99.4% | $115-73.4% |