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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $14,554 |
Service code 55 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455670 | Other Commissions | $5,660 |
PENSION PLUS INC1 year Service code 13 FD ROOSEVELT AVE · SAN JUAN, PR 00918 | Contract Administrator | $188 |
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.
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 | $6,253 | $72,027-91.3% | $185,861-96.6% | $79,856-92.2% |
| Participation rate | 93.8% | 65.8%+28.1pp | 78.0%+15.8pp | 69.6%+24.2pp |
| Annual return | 5.93% | 23.13%-17.2pp | 35.96%-30.0pp | 31.71%-25.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $721 | $3,780-80.9% | $5,634-87.2% | $3,741-80.7% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,503-100.0% | $5,306-100.0% |