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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $109,516 |
KATHLEEN RZEPLINSKI2+ years Filed as: KATHLEEN BARRY Service code 22 949 W PENN AVE · ROBESONIA, PA 19551 | Insurance Broker | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 6.13% | 11.00%-4.9pp | 9.39%-3.3pp | 10.41%-4.3pp |
| Employer contribution / active EE | $10,169 | $16,132-37.0% | $33,466-69.6% | $14,691-30.8% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |