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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,045 |
NATIONWIDE10+ years Service code 15 ONE NATIOWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,099 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY & CO. Service code 28 · EIN 26-3415651 | Investment Management | $11,212 |
Filed as: ASSUREDPARTNERS NORTHEAST LLC Service code 49 · EIN 45-3443572 | Other Services | $5,557 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,701 | $46,464-10.2% | $150,298-72.3% | $79,634-47.6% |
| Participation rate | 83.0% | 57.0%+26.0pp | 77.8%+5.2pp | 62.5%+20.5pp |
| Annual return | 14.40% | 27.89%-13.5pp | 62.79%-48.4pp | 36.46%-22.1pp |
| Employer contribution / active EE | $2,054 | $1,512+35.9% | $4,154-50.5% | $2,529-18.8% |
| Participant deferral / active EE | $2,354 | $2,157+9.2% | $5,453-56.8% | $3,835-38.6% |
| Admin fee / account holder | $236 | $891-73.5% | $14,116-98.3% | $1,002-76.4% |