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| Provider | Service type | Compensation |
|---|---|---|
MILESTONE CONSULTANTS1 year Filed as: MILESTONE CONSULTANTS, INC. Service code 27 · EIN 47-2374702 PO BOX 312 · WHITNEY POINT, NY 13862 | Advisory (Plan) | $11,188 |
NATIONWIDE4 years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $8,345 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC Service code 37 · EIN 22-2725182 3136 WINTON RD S · ROCHESTER, NY 146232928 | Loan Processing | $700 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,108 | $55,470-51.1% | $155,556-82.6% | $74,478-63.6% |
| Participation rate | 37.8% | 61.9%-24.1pp | 78.2%-40.4pp | 67.2%-29.4pp |
| Annual return | 11.66% | 269.80%-258.1pp | 64.84%-53.2pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $980 | $2,267-56.8% | $4,675-79.0% | $2,626-62.7% |
| Participant deferral / active EE | $1,319 | $2,838-53.5% | $5,631-76.6% | $4,350-69.7% |
| Admin fee / account holder | $83 | $1,744-95.3% | $15,885-99.5% | $1,946-95.7% |