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+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,723 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 19 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 787463300 | Securities Custodian | $2,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,615 | $27,330-79.5% | $67,704-91.7% | $55,191-89.8% |
| Participation rate | 24.7% | 47.5%-22.8pp | 67.5%-42.8pp | 69.2%-44.5pp |
| Annual return | -0.88% | 8.81%-9.7pp | 25.41%-26.3pp | 10.78%-11.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $417 | $1,709-75.6% | $3,585-88.4% | $3,046-86.3% |
| Admin fee / account holder | $0 | $109-100.0% | $4,255-100.0% | $91-100.0% |