Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $114,439 |
QUINT CAPITAL CORPORATION4 years Service code 26 230 PARK AVENUE, SUITE 908 · NEW YORK, NY 10169 | Advisory (Participants) | $26,424 |
Service code 15 70 WEST 40TH STREET, 8TH FL · NEW YORK, NY 10018 | Recordkeeping | $19,697 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $546 | $45,000-98.8% | $143,799-99.6% | $77,906-99.3% |
| Participation rate | 67.6% | 66.8%+0.8pp | 80.3%-12.7pp | 73.7%-6.1pp |
| Annual return | -16.69% | 29.03%-45.7pp | -0.04%-16.6pp | 12.16%-28.8pp |
| Employer contribution / active EE | $127 | $1,870-93.2% | $4,952-97.4% | $2,846-95.5% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $20 | $98-79.2% | $14,677-99.9% | $133-84.5% |