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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $14,957 |
Filed as: CHADLER INVESTMENT ADVISORY SLTIONS Service code 15 · EIN 46-1028567 100 PASSAIC AVE · FAIRFILED, NJ 07004 | Recordkeeping | $6,597 |
PREFERRED PENSION PLANNING6+ years Service code 15 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 088072956 | Recordkeeping | $1,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,401 | $29,516-7.2% | $77,513-64.6% | $90,274-69.6% |
| Participation rate | 8.5% | 33.7%-25.2pp | 54.2%-45.7pp | 73.4%-64.9pp |
| Annual return | 12.90% | 231.18%-218.3pp | 54.81%-41.9pp | 53.97%-41.1pp |
| Employer contribution / active EE | $21 | $381-94.5% | $987-97.9% | $2,523-99.2% |
| Participant deferral / active EE | $244 | $944-74.1% | $1,861-86.9% | $4,231-94.2% |
| Admin fee / account holder | $0 | $106-100.0% | $2,859-100.0% | $114-100.0% |