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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,280 |
Service code 10 · EIN 66-0546035 | Accounting | $7,500 |
401K ADVISORS INC1+ years Filed as: THE 401K COMPANY OF PR, INC. Service code 14 · EIN 66-0708309 | Plan Administrator | $2,227 |
FAIRBRIDGE CAPITAL MARKETS, INC.1+ years Filed as: FAIRBRIDGE CAPITAL MARKERS Service code 27 CITY VIEW PLAZA · GUAYNABO, PR 00968 | Advisory (Plan) | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,135 | $39,458-79.4% | $60,547-86.6% | $55,191-85.3% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | -4.98% | 3.35%-8.3pp | 335.64%-340.6pp | 10.78%-15.8pp |
| Employer contribution / active EE | $730 | $1,210-39.7% | $2,419-69.8% | $1,899-61.6% |
| Participant deferral / active EE | $309 | $2,140-85.6% | $3,328-90.7% | $3,046-89.9% |
| Admin fee / account holder | $45 | $95-52.3% | $4,536-99.0% | $91-50.0% |