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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 P.O. BOX 77000 · DETROIT, MI 482770430 | Direct payment from the plan; Insuran... | $41,492 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Plan) | $27,506 |
CREATIVE PLAN DESIGNS, LTD2+ years Service code 11 · EIN 11-2515970 90 MERRICK AVENUE · EAST MEADOW, NY 11554 | Actuarial | $27,000 |
Filed as: GALLO & COMPANY CPAS LLP Service code 10 · EIN 20-2019885 420 JERICHO TPKE · JERICHO, NY 11753 | Accounting | $7,500 |
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,623 |
MMA SECURITIES LLC2+ years Filed as: ASSURED SKCG, INC. Service code 15 · EIN 13-3866919 128 MAIN STREET · WHITE PLAINS, NC 10601 | Recordkeeping | $1,694 |
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Participant contribution per participant 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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 5.82% | 0.80%+5.0pp | 5.44%+0.4pp | 4.16%+1.7pp |
| Employer contribution / active EE | $266,667 | $37,563+609.9% | $25,481+946.5% | $42,918+521.3% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |