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| Provider | Service type | Compensation |
|---|---|---|
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 15 · EIN 11-3401702 50 TICE BLVD., SUITE 151 · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $7,244 |
NATIONWIDE2 years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,599 |
OSAIC WEALTH INC2 years Service code 26 | Advisory (Participants) | $5,651 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 26 · EIN 93-0987232 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,662 | $43,496+9.6% | $161,489-70.5% | $64,340-25.9% |
| Participation rate | 84.7% | 53.5%+31.1pp | 78.7%+6.0pp | 55.2%+29.4pp |
| Annual return | 16.82% | 20.76%-3.9pp | 89.72%-72.9pp | 24.14%-7.3pp |
| Employer contribution / active EE | $3,298 | $1,431+130.5% | $4,268-22.7% | $1,862+77.2% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $54 | $2,330-97.7% | $16,006-99.7% | $3,703-98.5% |