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| Provider | Service type | Compensation |
|---|---|---|
MILESTONE CONSULTANTS5 years Service code 27 · EIN 47-2374702 PO BOX 312 · WHITNEY POINT, NY 13862 | Advisory (Plan) | $14,919 |
NATIONWIDE5 years Filed as: NATIONWIDE TRUST COMPANY Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $13,525 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES Service code 15 · EIN 22-2725182 3136 WINTON RD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $2,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,242 | $61,356-44.2% | $149,696-77.1% | $71,511-52.1% |
| Participation rate | 58.1% | 62.5%-4.4pp | 78.8%-20.7pp | 67.9%-9.8pp |
| Annual return | 15.72% | 35.86%-20.1pp | 134.46%-118.7pp | 28.86%-13.1pp |
| Employer contribution / active EE | $1,043 | $2,382-56.2% | $4,821-78.4% | $2,589-59.7% |
| Participant deferral / active EE | $1,778 | $2,920-39.1% | $5,682-68.7% | $4,291-58.5% |
| Admin fee / account holder | $284 | $1,263-77.5% | $13,212-97.8% | $1,588-82.1% |