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| Provider | Service type | Compensation |
|---|---|---|
SII INVESTMENTS INC3+ years Service code 55 | Other Commissions | $23,343 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SERVICE Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $14,179 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,331 |
SII INVESTMENTS INC3+ 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 | $73,964 | $85,766-13.8% | $136,295-45.7% | $70,131+5.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.93% | 31.45%-15.5pp | 5155.97%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,345 | $2,966-20.9% | $4,695-50.1% | $2,342+0.1% |
| Participant deferral / active EE | $6,296 | $5,051+24.6% | $6,247+0.8% | $3,332+89.0% |
| Admin fee / account holder | $70 | $5,420-98.7% | $9,243-99.2% | $4,645-98.5% |