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| Provider | Service type | Compensation |
|---|---|---|
GATEWAY ADVISORY, LLC2+ years Service code 33 · EIN 27-1678306 900 SOUTH AVENUE W · WESTFIELD, NJ 070900000 | Securities brokerage | $32,863 |
FRANKEL LERNER & O'CONNOR2+ years Filed as: FRANKEL LERNER & OCONNOR Service code 15 · EIN 23-2121805 1600 HORIZON DRIVE, SUITE 100 · CHALFONT, PA 189144100 | Recordkeeping | $31,367 |
NATIONWIDE2+ years Service code 26 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 432150000 | Advisory (Participants) | $22,635 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,215 | $80,177-66.1% | $123,894-78.0% | $57,658-52.8% |
| Participation rate | 65.7% | 74.4%-8.8pp | 81.4%-15.8pp | 70.2%-4.6pp |
| Annual return | 12.90% | 17.90%-5.0pp | 47.52%-34.6pp | 5.13%+7.8pp |
| Employer contribution / active EE | $471 | $2,913-83.8% | $4,617-89.8% | $1,974-76.1% |
| Participant deferral / active EE | $4,184 | $5,130-18.4% | $5,984-30.1% | $3,061+36.7% |
| Admin fee / account holder | $165 | $106+55.3% | $8,357-98.0% | $95+74.7% |