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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATONWIDE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,282 |
PREFERRED PENSION PLANNING1+ years Filed as: PREFERRED PENSION PLANNING CORP. Service code 15 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Recordkeeping | $7,829 |
Service code 10 1806 HIGHWAY 35 · OAKHURST, NJ 07755 | Accounting | $7,750 |
ICC INSURANCE AGENCY1+ years Service code 22 6 KIMBALL LANE, SUITE 150 · LYNNFIELD, MA 01940 | Insurance Broker | $0 |
INVESTORS CAPITAL CORPORATION1+ years Filed as: INVESTORS CAPITAL CORP Service code 22 6 KIMBALL LANE · LYNNFIELD, MA 01940 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,427 | $41,854+46.8% | $73,836-16.8% | $52,331+17.4% |
| Participation rate | 15.2% | 66.2%-51.0pp | 73.4%-58.2pp | 68.1%-52.9pp |
| Annual return | -0.49% | 2.11%-2.6pp | 2268.06%-2268.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $614 | $2,498-75.4% | $3,583-82.9% | $3,022-79.7% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |