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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,250 |
SAGEPOINT FINANCIAL INC2+ years Filed as: FSC SECURITIES CORP Service code 55 2300 WINDY RIDGE PKWY, STE 1100 · ATLANTA, GA 30339 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,090 | $46,732-65.6% | $156,551-89.7% | $55,167-70.8% |
| Participation rate | 50.5% | 65.8%-15.3pp | 84.0%-33.5pp | 69.0%-18.5pp |
| Annual return | 5.76% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $452 | $2,105-78.5% | $5,501-91.8% | $1,963-77.0% |
| Participant deferral / active EE | $1,862 | $2,204-15.5% | $4,871-61.8% | $3,054-39.0% |
| Admin fee / account holder | $41 | $418-90.1% | $13,028-99.7% | $504-91.8% |