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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $22,576 |
HARBOUR INVESTMENTS INC1+ years Service code 27 575 D ONOFRIO DRIVE STE 300 · MADISON, WI 53719 | Advisory (Plan) | $18,000 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SPECIALISTS Service code 15 · EIN 36-3592542 | Recordkeeping | $17,862 |
THOMAS PARAVOLA1+ years Filed as: THOMAS J PARAVOLA Service code 29 · EIN 36-2909242 | Legal | $15,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $11,500 |
JULIE VISINTINE1+ years Filed as: JULIE MULVEY Service code 20 · EIN 36-4176029 | Employee (plan); Trustee (individual) | $8,669 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,921-100.0% | $84,753-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | -0.19% | 10.24%-10.4pp | 22.78%-23.0pp | 5.13%-5.3pp |
| Employer contribution / active EE | $2,152 | $2,598-17.2% | $3,574-39.8% | $1,974+9.0% |
| Participant deferral / active EE | $1,287 | $2,742-53.1% | $3,712-65.3% | $3,061-58.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |