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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,778 |
Service code 15 · EIN 16-1209645 105-107 COURT STREET · BINGHAMTON, NY 139013500 | Recordkeeping | $5,665 |
SAGEPOINT FINANCIAL INC3+ years Filed as: FSC SECURITIES CORP Service code 55 2300 WINDY RIDGE PKWY, STE 1100 · ATLANTA, GA 30339 | Other Commissions | $0 |
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 | $20,456 | $46,173-55.7% | $170,435-88.0% | $69,631-70.6% |
| Participation rate | 46.6% | 63.9%-17.3pp | 83.6%-37.0pp | 70.7%-24.1pp |
| Annual return | 26.85% | 21.62%+5.2pp | 205.94%-179.1pp | 27571.02%-27544.2pp |
| Employer contribution / active EE | $464 | $1,610-71.2% | $5,432-91.5% | $2,032-77.2% |
| Participant deferral / active EE | $2,173 | $2,080+4.5% | $4,939-56.0% | $3,224-32.6% |
| Admin fee / account holder | $26 | $116-77.9% | $13,881-99.8% | $110-76.8% |