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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $43,462 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,732 |
NFP RETIREMENT INC6+ years Filed as: NFP CORPORATE SERVICES (NY), LLC Service code 37 · EIN 20-1941665 | Loan Processing | $30,042 |
Service code 37 · EIN 14-1836262 | Loan Processing | $11,719 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,941 | $100,801-10.8% | $149,745-39.9% | $73,412+22.5% |
| Participation rate | 17.7% | 77.7%-60.0pp | 82.5%-64.8pp | 72.2%-54.5pp |
| Annual return | 17.48% | 265.34%-247.9pp | 276.72%-259.2pp | 59.30%-41.8pp |
| Employer contribution / active EE | $182 | $3,312-94.5% | $4,646-96.1% | $2,234-91.8% |
| Participant deferral / active EE | $989 | $6,404-84.6% | $6,843-85.5% | $3,806-74.0% |
| Admin fee / account holder | $469 | $181+159.5% | $9,312-95.0% | $158+197.2% |