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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,905 |
Filed as: BRIGHTON SECURITIES CORP Service code 55 ATTN INSURANCE COMMISSIONS · ROCHESTER, NY 14618 | Other Commissions | $17,747 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SERVICE, INC. Service code 15 · EIN 16-1613026 270 NORTHPOINTE PARKWAY · AMHERST, NY 142281897 | Recordkeeping | $17,737 |
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 | $18,664 | $54,237-65.6% | $90,304-79.3% | $67,579-72.4% |
| Participation rate | 61.3% | 68.6%-7.3pp | 73.3%-12.0pp | 71.3%-10.0pp |
| Annual return | 21.76% | 37.27%-15.5pp | 78.13%-56.4pp | 378.56%-356.8pp |
| Employer contribution / active EE | $410 | $1,846-77.8% | $2,855-85.6% | $2,148-80.9% |
| Participant deferral / active EE | $834 | $2,625-68.2% | $3,885-78.5% | $3,539-76.4% |
| Admin fee / account holder | $41 | $123-67.1% | $5,354-99.2% | $142-71.5% |