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| Provider | Service type | Compensation |
|---|---|---|
SII INVESTMENTS INC2+ years Service code 55 | Other Commissions | $22,074 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $10,146 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,103 |
SII INVESTMENTS INC2+ years Filed as: SII INVESTMENTS Service code 55 P.O. BOX 5097 · APPLETON, WI 549125097 | Other Commissions | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,057 | $76,551-20.2% | $123,894-50.7% | $62,881-2.9% |
| Participation rate | 77.5% | 73.0%+4.5pp | 81.4%-3.9pp | 69.3%+8.2pp |
| Annual return | 8.20% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,260 | $4,840+29.3% | $5,984+4.6% | $3,203+95.4% |
| Admin fee / account holder | $42 | $4,826-99.1% | $8,357-99.5% | $4,296-99.0% |