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| Provider | Service type | Compensation |
|---|---|---|
PENSION STRATEGIES, LLC1 year Filed as: PENSION STRATEGIES, CORP. Service code 37 · EIN 45-4549512 251 2ND ST STE 308 · LAKEWOOD, NJ 08701 | Loan Processing | $9,250 |
Service code 51 · EIN 83-1095109 5 KEVIN CT · JACKSON, NJ 08527 | Investment Mgmt Fees | $7,429 |
NATIONWIDE1 year Service code 37 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $4,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,388 | $44,898-92.5% | $85,187-96.0% | $199,960-98.3% |
| Participation rate | 15.9% | 45.7%-29.8pp | 67.5%-51.6pp | 72.0%-56.1pp |
| Annual return | 7.67% | 20.98%-13.3pp | 66.67%-59.0pp | 34.28%-26.6pp |
| Employer contribution / active EE | $0 | $1,367-100.0% | $2,732-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $468 | $2,670-82.5% | $4,525-89.7% | $5,087-90.8% |
| Admin fee / account holder | $81 | $585-86.1% | $6,162-98.7% | $269-69.9% |