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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $173,694 |
AMERICAN PORTFOLIOS FINANCIAL4+ years Service code 26 4250 VETERANS MEMORIAL HIGHWAY · HOLBROOK, NY 117410000 | Advisory (Participants) | $0 |
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 | $105,001 | $37,196+182.3% | $154,111-31.9% | $55,725+88.4% |
| Participation rate | 75.0% | 64.1%+10.9pp | 83.0%-8.0pp | 70.9%+4.1pp |
| Annual return | -4.75% | 1319.68%-1324.4pp | 735.18%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,364 | $1,614+46.4% | $5,298-55.4% | $2,078+13.7% |
| Participant deferral / active EE | $3,682 | $2,068+78.0% | $5,081-27.5% | $3,356+9.7% |
| Admin fee / account holder | $297 | $102+192.2% | $13,411-97.8% | $115+157.8% |