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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 | $13,000 |
NATIONWIDE5+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $3,106 |
GELMAN PENSION CONSULTING, INC.5+ years Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $1,213 |
QUINT CAPITAL CORPORATION5+ years Service code 26 230 PARK AVENUE, SUITE 460 · NEW YORK, NY 10169 | Advisory (Participants) | $1,084 |
IRON-CO-FID-COMPREHENSIVE5+ years Filed as: IRON FINANCIAL FLEX ADV FOUNDATIONS Service code 26 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $57 |
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 | $611 | $61,356-99.0% | $149,696-99.6% | $71,511-99.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 3.43% | 35.86%-32.4pp | 134.46%-131.0pp | 28.86%-25.4pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $79 | $1,263-93.7% | $13,212-99.4% | $1,588-95.0% |