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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,356 |
PENSION ASSURANCE LLP4 years Filed as: THE PENSION SERVICE INC Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $20,641 |
Participant contribution per participant 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 | $11,838 | $86,692-86.3% | $119,634-90.1% | $66,949-82.3% |
| Participation rate | 95.4% | 75.6%+19.8pp | 79.3%+16.1pp | 69.8%+25.6pp |
| Annual return | -17.27% | -8.00%-9.3pp | -14.98%-2.3pp | 1.57%-18.8pp |
| Employer contribution / active EE | $1,203 | $2,536-52.6% | $4,232-71.6% | $2,545-52.8% |
| Participant deferral / active EE | $2,116 | $4,360-51.5% | $5,601-62.2% | $4,239-50.1% |
| Admin fee / account holder | $98 | $755-87.0% | $10,329-99.0% | $594-83.4% |