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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,992 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,711 | $42,546-41.9% | $71,796-65.6% | $55,167-55.2% |
| Participation rate | 26.6% | 59.1%-32.5pp | 69.1%-42.5pp | 69.0%-42.4pp |
| Annual return | 5.47% | 12.36%-6.9pp | 78.04%-72.6pp | 169.23%-163.8pp |
| Employer contribution / active EE | $333 | $803-58.6% | $1,924-82.7% | $1,963-83.1% |
| Participant deferral / active EE | $710 | $2,064-65.6% | $2,794-74.6% | $3,054-76.7% |
| Admin fee / account holder | $21 | $650-96.7% | $4,815-99.6% | $504-95.8% |