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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,251 |
PENSION ASSURANCE LLP5 years Filed as: THE PENSION SERVICE INC Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $24,819 |
Service code 13 · EIN 82-3348747 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Contract Administrator | $7,709 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,203 | $83,090-81.7% | $130,062-88.3% | $71,529-78.7% |
| Participation rate | 97.9% | 74.1%+23.7pp | 78.5%+19.4pp | 67.9%+29.9pp |
| Annual return | 16.20% | 20.61%-4.4pp | -137.37%+153.6pp | 28.97%-12.8pp |
| Employer contribution / active EE | $1,321 | $2,624-49.7% | $4,322-69.4% | $2,590-49.0% |
| Participant deferral / active EE | $2,311 | $4,436-47.9% | $5,821-60.3% | $4,291-46.2% |
| Admin fee / account holder | $148 | $1,727-91.4% | $10,601-98.6% | $1,588-90.7% |