Filed November 19, 2014
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 16-1616474 706 N. CLINTON STREET · SYRACUSE, NY 13204 | Pension Consulting | $6,975 |
NATIONWIDE1 year Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Insurance service... | $1,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,306 | $50,919-50.3% | $155,556-83.7% | $77,762-67.5% |
| Participation rate | 51.7% | 63.1%-11.4pp | 78.2%-26.5pp | 70.6%-18.9pp |
| Annual return | 15.60% | 34.84%-19.2pp | 64.84%-49.2pp | 31.27%-15.7pp |
| Employer contribution / active EE | $417 | $1,991-79.0% | $4,675-91.1% | $2,728-84.7% |
| Participant deferral / active EE | $1,088 | $2,824-61.5% | $5,631-80.7% | $4,651-76.6% |
| Admin fee / account holder | $13 | $437-97.0% | $15,885-99.9% | $433-97.0% |