Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBU, OH 43215 | Contract Administrator | $16,790 |
AMERICAN FUNDS3 years Filed as: CAPITAL ANALYSTS, INC Service code 27 · EIN 45-5025285 601 OFFICE CENTER DR · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $14,084 |
ASCENSUS LLC4 years Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $4,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,812 | $53,774-33.4% | $134,162-73.3% | $79,856-55.2% |
| Participation rate | 55.7% | 58.8%-3.0pp | 72.2%-16.4pp | 69.6%-13.9pp |
| Annual return | 12.15% | 19.01%-6.9pp | 36.35%-24.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,160 | $2,420-10.7% | $3,500-38.3% | $3,741-42.2% |
| Admin fee / account holder | $0 | $3,985-100.0% | $6,685-100.0% | $5,306-100.0% |