Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,529 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST INVESTMENT SERVICES Service code 27 303 PEACHTREE ST NE · ATLANTA, GA 30308 | Advisory (Plan) | $12,070 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,263 | $72,639-85.9% | $90,766-88.7% | $66,949-84.7% |
| Participation rate | 84.1% | 73.7%+10.4pp | 75.7%+8.4pp | 69.8%+14.3pp |
| Annual return | -12.86% | -12.28%-0.6pp | -12.16%-0.7pp | 1.57%-14.4pp |
| Employer contribution / active EE | $1,021 | $2,369-56.9% | $2,922-65.1% | $2,545-59.9% |
| Participant deferral / active EE | $1,432 | $3,979-64.0% | $4,565-68.6% | $4,239-66.2% |
| Admin fee / account holder | $93 | $708-86.9% | $8,446-98.9% | $594-84.4% |