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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 61-1758632 24 E. COTA ST STE 200 · SANTA BARBARA, CA 93101 | Investment Management | $48,499 |
NATIONWIDE5 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,493 |
ASSUREDPARTNERS CAPITAL INC5 years Filed as: ASSUREDPARTNERS NORTHEAST, LLC Service code 22 · EIN 13-3866919 123 MAIN STREET · WHITE PLAINS, NY 106013114 | Insurance Broker | $788 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,183 | $102,553+144.9% | $151,611+65.7% | $66,914+275.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -2.30% | -10.82%+8.5pp | 3.33%-5.6pp | 1.58%-3.9pp |
| Employer contribution / active EE | $12,870 | $4,180+207.9% | $6,166+108.7% | $2,544+405.9% |
| Participant deferral / active EE | $15,066 | $6,641+126.9% | $8,363+80.1% | $4,237+255.6% |
| Admin fee / account holder | $468 | $630-25.7% | $11,616-96.0% | $593-21.2% |