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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $139,866 |
AMERICAN PORTFOLIOS FINANCIAL8+ years Service code 26 4250 VETERANS MEMORIAL HIGHWAY · HOLBROOK, NY 117410000 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,748 | $46,332+188.7% | $143,799-7.0% | $64,819+106.3% |
| Participation rate | 75.9% | 64.2%+11.6pp | 80.3%-4.4pp | 71.5%+4.4pp |
| Annual return | -16.67% | -10.05%-6.6pp | -0.04%-16.6pp | 32.84%-49.5pp |
| Employer contribution / active EE | $2,831 | $1,911+48.1% | $4,952-42.8% | $2,507+12.9% |
| Participant deferral / active EE | $4,455 | $2,647+68.3% | $5,638-21.0% | $4,311+3.3% |
| Admin fee / account holder | $220 | $154+43.0% | $14,677-98.5% | $188+17.2% |