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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRONICK KALADA BERDY AND CO PC Service code 10 190 LATHROP STREET · KINGSTON, PA 18704 | Accounting | $25,000 |
GELMAN PENSION CONSULTING, INC.3+ years Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $14,395 |
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $5,445 |
QUINT CAPITAL CORPORATION3+ years Service code 26 230 PARK AVENUE, SUITE 460 · NEW YORK, NY 10169 | Advisory (Participants) | $2,054 |
IRON-CO-FID-COMPREHENSIVE3+ years Filed as: IRON FINANCIAL FLEX ADV FOUNDATIONS Service code 26 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $106 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $765 | $56,540-98.6% | $185,849-99.6% | $86,821-99.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | -3.65% | 118.20%-121.9pp | 122.10%-125.7pp | 97.94%-101.6pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $156 | $150+4.0% | $16,244-99.0% | $170-8.2% |