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 15 · EIN 31-4156830 | Recordkeeping | $21,812 |
Filed as: KESTRA INVESMENT SERVICES LLC Service code 27 | Advisory (Plan) | $13,562 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
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 | $10,301 | $58,888-82.5% | $178,499-94.2% | $73,493-86.0% |
| Participation rate | 98.4% | 66.2%+32.2pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | 13.36% | 24.86%-11.5pp | 151.10%-137.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,841 | $2,236-17.7% | $5,011-63.3% | $2,270-18.9% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |