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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 20-2055473 21 W CHESTER PIKE · RIDLEY PARK, PA 19078 | Other Services | $4,000 |
NATIONWIDE8 years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,244 |
Filed as: IRON FINANCIAL Service code 21 · EIN 99-9552241 630 DUNDEE RD · NORTHBROOK, IL 60062 | Bank Trustee | $290 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 22 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Insurance Broker | $116 |
ERIC J. FERNANDEZ & CO.1 year Filed as: ERIC FAUST Service code 14 2905 ABBOTTSFOR AVE · PHILADELPHIA, PA 191291133 | Plan Administrator | $41 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,593 | $55,458-68.3% | $76,030-76.9% | $77,762-77.4% |
| Participation rate | 34.5% | 63.6%-29.1pp | 69.1%-34.6pp | 70.6%-36.1pp |
| Annual return | 12.57% | 17.10%-4.5pp | 361.54%-349.0pp | 31.27%-18.7pp |
| Employer contribution / active EE | $212 | $1,792-88.2% | $2,688-92.1% | $2,728-92.2% |
| Participant deferral / active EE | $984 | $3,454-71.5% | $4,257-76.9% | $4,651-78.9% |
| Admin fee / account holder | $104 | $411-74.8% | $6,421-98.4% | $433-76.1% |