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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,475 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION SERVICE INC Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $14,744 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,664 | $93,182-85.3% | $146,643-90.7% | $79,391-82.8% |
| Participation rate | 94.6% | 76.4%+18.2pp | 80.1%+14.5pp | 70.7%+23.9pp |
| Annual return | 11.44% | 21.61%-10.2pp | 22.75%-11.3pp | 116.88%-105.4pp |
| Employer contribution / active EE | $3,682 | $2,420+52.2% | $4,137-11.0% | $2,428+51.6% |
| Participant deferral / active EE | $2,230 | $4,169-46.5% | $5,506-59.5% | $4,046-44.9% |
| Admin fee / account holder | $83 | $585-85.8% | $10,280-99.2% | $627-86.8% |