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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATONWIDE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $73,334 |
GREENLEAF TRUST3 years Filed as: GREENLEAF ADVISORY GROUP Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $10,139 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 16 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Consulting | $7,938 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,211 | $62,928-87.0% | $172,753-95.2% | $67,582-87.9% |
| Participation rate | 80.3% | 64.5%+15.8pp | 82.6%-2.4pp | 71.3%+9.0pp |
| Annual return | 5.13% | 30.36%-25.2pp | 803.00%-797.9pp | 378.57%-373.4pp |
| Employer contribution / active EE | $486 | $1,636-70.3% | $5,144-90.6% | $2,148-77.4% |
| Participant deferral / active EE | $1,853 | $2,145-13.6% | $5,198-64.3% | $3,539-47.6% |
| Admin fee / account holder | $51 | $167-69.4% | $13,956-99.6% | $142-64.2% |