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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $51,925 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 28 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $21,293 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $8,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,791 | $53,546-20.1% | $69,884-38.8% | $68,486-37.5% |
| Participation rate | 64.2% | 64.5%-0.3pp | 70.5%-6.3pp | 67.9%-3.7pp |
| Annual return | -14.94% | -13.87%-1.1pp | 190.81%-205.8pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,754 | $2,019-13.1% | $2,560-31.5% | $2,597-32.5% |
| Participant deferral / active EE | $2,822 | $2,957-4.5% | $3,848-26.7% | $4,028-29.9% |
| Admin fee / account holder | $121 | $4,693-97.4% | $6,266-98.1% | $5,404-97.8% |