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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED PENSION CONSULTANTS1+ years Service code 63 · EIN 11-3271022 6800 JERICHO TPKE, SUITE 200W · SYOSSET, NY 43215 | 12b-1 Fees | $0 |
JP MORGAN SECURITIES LLC1+ years Service code 71 1111 POLARIS PKWY OH1-1249 · COLUMBUS, OH 432711249 | Brokerage Fees | $0 |
NATIONWIDE1+ years Service code 63 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | 12b-1 Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,392 | $43,550-7.3% | $63,244-36.1% | $52,331-22.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -1.14% | 2.03%-3.2pp | -70.31%+69.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $2,621 | $1,351+94.0% | $2,322+12.9% | $1,882+39.3% |
| Participant deferral / active EE | $5,214 | $2,254+131.4% | $2,953+76.6% | $3,022+72.5% |
| Admin fee / account holder | $145 | $387-62.5% | $5,893-97.5% | $592-75.5% |