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 28 · EIN 71-0294708 | Investment Management | $26,017 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 66 | Insurance mortality and expense charge | $7,341 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 66 · EIN 31-4156830 | Insurance mortality and expense charge | $7,341 |
Service code 66 · EIN 13-5570651 | Insurance mortality and expense charge | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,445 | $98,982-12.7% | $162,171-46.7% | $65,185+32.6% |
| Participation rate | 78.0% | 85.8%-7.8pp | 87.6%-9.6pp | 70.2%+7.8pp |
| Annual return | 21.14% | 24.84%-3.7pp | 115.60%-94.5pp | 29.38%-8.2pp |
| Employer contribution / active EE | $969 | $3,467-72.0% | $5,613-82.7% | $2,177-55.5% |
| Participant deferral / active EE | $4,635 | $5,384-13.9% | $7,297-36.5% | $3,514+31.9% |
| Admin fee / account holder | $37 | $596-93.8% | $10,843-99.7% | $847-95.6% |