Filed November 19, 2014
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $50,820-50.2% | $155,567-83.7% | $77,671-67.4% |
| Participation rate | 51.7% | 63.1%-11.4pp | 78.2%-26.5pp | 70.6%-18.9pp |
| Annual return | 15.60% | 34.85%-19.2pp | 64.74%-49.1pp | 31.21%-15.6pp |
| Employer contribution / active EE | $417 | $1,993-79.1% | $4,674-91.1% | $2,726-84.7% |
| Participant deferral / active EE | $1,088 | $2,823-61.5% | $5,628-80.7% | $4,648-76.6% |
| Admin fee / account holder | $13 | $436-97.0% | $15,916-99.9% | $430-96.9% |