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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 66-0708309 | Plan Administrator | $8,036 |
LUIS CANDELARIO ROSARIO1 year Filed as: LUIS CANDELARIO ROSARIO CPA Service code 10 COND PARQUE SAN ANTONIO · CAGUAS, PR 00727 | Accounting | $3,000 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $653 |
NATIONWIDE2 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 71 115 W CENTURY RD SUITE 360 · PARAMUS, NJ 07652 | Brokerage Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,653 | $79,124-92.9% | $60,899-90.7% | $64,814-91.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | 1.07% | -7.13%+8.2pp | 16.92%-15.8pp | 32.84%-31.8pp |
| Employer contribution / active EE | $254 | $3,050-91.7% | $2,702-90.6% | $2,507-89.9% |
| Participant deferral / active EE | $673 | $3,725-81.9% | $3,817-82.4% | $4,310-84.4% |
| Admin fee / account holder | $10 | $106-90.5% | $3,225-99.7% | $188-94.7% |