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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $230,169 |
Filed as: LIBERTY PARTNERS FINANCIAL SERVICES Service code 28 | Investment Management | $97,660 |
PREFERRED PENSION PLANNING7 years Service code 15 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Recordkeeping | $89,400 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $20,337 |
Service code 22 · EIN 90-0139675 1050 JOHNNIE DOODS BLVD · MOUNT PLEASANT, SC 29465 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,302 | $191,300-88.9% | $103,065-79.3% | $200,096-89.4% |
| Participation rate | 82.3% | 93.4%-11.1pp | 80.6%+1.8pp | 72.0%+10.3pp |
| Annual return | 13.67% | 15.75%-2.1pp | 23.95%-10.3pp | 34.26%-20.6pp |
| Employer contribution / active EE | $587 | $6,666-91.2% | $4,675-87.4% | $3,038-80.7% |
| Participant deferral / active EE | $3,786 | $10,452-63.8% | $6,625-42.9% | $5,090-25.6% |
| Admin fee / account holder | $41 | $115-64.3% | $9,349-99.6% | $269-84.8% |