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| Provider | Service type | Compensation |
|---|---|---|
GELMAN PENSION CONSULTING, INC.10+ years Service code 11 70 WEST 40TH STREET 8TH FLOOR · NEW YORK, NY 10018 | Actuarial | $28,752 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,674 |
QUINT CAPITAL CORPORATION10+ years Filed as: QUINT CHAMPION CAPITAL CORP. Service code 26 230 PARK AVE SUITE 460 · NEW YORK, NY 101690499 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,558 | $53,216-89.6% | $155,534-96.4% | $199,960-97.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 1.98% | 41.18%-39.2pp | 64.92%-62.9pp | 34.28%-32.3pp |
| Employer contribution / active EE | $258 | $1,848-86.0% | $4,675-94.5% | $3,036-91.5% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $26 | $186-85.9% | $15,900-99.8% | $269-90.3% |