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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 70 WEST 40TH STREET, 8TH FLOOR · NEW YORK, NY 10018 | Recordkeeping | $24,201 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 21 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Bank Trustee | $19,182 |
QUINT CAPITAL CORPORATION3 years Service code 26 230 PARK AVENUE, SUITE 908 · NEW YORK, NY 10169 | Advisory (Participants) | $15,633 |
Filed as: CORNERSTONE INVESTMENTS Service code 26 70 WEST 40TH STREET 8TH FLOOR · NEW YORK, NY 10018 | Advisory (Participants) | $5,095 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $862 |
PROACCOUNT1 year Service code 26 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Advisory (Participants) | $4 |
Filed as: GELMAN PENSION CONSULTING Service code 26 40 WEST 40TH STREET 8TH FLOOR · NEW YORK, NY 10018 | Advisory (Participants) | $1 |
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.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $560 | $53,216-98.9% | $155,534-99.6% | $199,960-99.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 4.36% | 41.18%-36.8pp | 64.92%-60.6pp | 34.28%-29.9pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $31 | $186-83.3% | $15,900-99.8% | $269-88.5% |