Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 50 STEWART AVE · HUNTINGTON, NY 11743 | Contract Administrator | $44,793 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,742 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,969 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,765 | $78,419-58.2% | $133,959-75.5% | $73,412-55.4% |
| Participation rate | 96.9% | 78.6%+18.3pp | 79.8%+17.0pp | 72.2%+24.7pp |
| Annual return | 35.16% | 33.35%+1.8pp | 45.09%-9.9pp | 59.30%-24.1pp |
| Employer contribution / active EE | $949 | $2,044-53.5% | $3,919-75.8% | $2,234-57.5% |
| Participant deferral / active EE | $3,504 | $3,925-10.7% | $5,047-30.6% | $3,806-7.9% |
| Admin fee / account holder | $422 | $161+161.6% | $8,928-95.3% | $158+167.3% |