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 | $27,013 |
GOLDMAN SACHS3+ years Filed as: NEW ALBANY CAPITAL PARTNERS, LLC Service code 27 4200 REGENT ST. · COLUMBUS, OH 43219 | Advisory (Plan) | $15,212 |
PENTEGRA SERVICES, INC.2 years Filed as: APS-PENTEGRA Service code 13 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $8,683 |
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.
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 | $39,701 | $46,173-14.0% | $170,435-76.7% | $69,631-43.0% |
| Participation rate | 24.5% | 63.9%-39.4pp | 83.6%-59.1pp | 70.7%-46.2pp |
| Annual return | 13.68% | 21.62%-7.9pp | 205.94%-192.3pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $774 | $1,610-51.9% | $5,432-85.8% | $2,032-61.9% |
| Participant deferral / active EE | $419 | $2,080-79.9% | $4,939-91.5% | $3,224-87.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |