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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,803 |
Filed as: GELMAN PENSION CONSULTING Service code 15 · EIN 13-3752538 | Recordkeeping | $1,997 |
Filed as: NORTHWESTERN MUTUAL INV SRVCS Service code 26 ATTN IPS COMPENSATION · MILWAUKEE, WI 53202 | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,512 | $64,359-12.2% | $90,161-37.3% | $70,126-19.4% |
| Participation rate | 51.2% | 70.4%-19.2pp | 76.9%-25.7pp | 69.5%-18.3pp |
| Annual return | 21.29% | 28.13%-6.8pp | 34.89%-13.6pp | 73.15%-51.9pp |
| Employer contribution / active EE | $43 | $2,046-97.9% | $3,318-98.7% | $2,343-98.2% |
| Participant deferral / active EE | $3,887 | $4,389-11.4% | $5,287-26.5% | $3,332+16.7% |
| Admin fee / account holder | $4 | $3,945-99.9% | $5,943-99.9% | $4,645-99.9% |