Filed June 25, 2020
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 |
|---|---|---|
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $37,237 |
ASSOCIATED PENSION CONSULTANTS3+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 17 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Pension Consulting | $495 |
PRIVATE CLIENT SERVICES LLC3+ years Filed as: PRIVATE CLIENT SERVICES, LLC Service code 26 2225 LEXINGTON ROAD · LOUISVILLE, KY 40206 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,619 | $52,639+72.2% | $185,117-51.0% | $62,293+45.5% |
| Participation rate | 24.4% | 63.9%-39.5pp | 77.3%-52.9pp | 69.5%-45.1pp |
| Annual return | 15.82% | 19.57%-3.7pp | 40.50%-24.7pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,844 | $3,097-8.2% | $5,045-43.6% | $3,169-10.3% |
| Admin fee / account holder | $0 | $374-100.0% | $8,159-100.0% | $479-100.0% |