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 |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,344 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST Service code 27 303 PEACHTREE ST NE · ATLANTA, GA 30308 | Advisory (Plan) | $11,624 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,063 | $71,534-81.7% | $98,462-86.7% | $71,529-81.7% |
| Participation rate | 79.4% | 72.7%+6.8pp | 75.2%+4.3pp | 67.9%+11.5pp |
| Annual return | 17.31% | 32.44%-15.1pp | 21.17%-3.9pp | 28.97%-11.7pp |
| Employer contribution / active EE | $746 | $2,399-68.9% | $3,049-75.5% | $2,590-71.2% |
| Participant deferral / active EE | $1,485 | $4,109-63.9% | $4,738-68.7% | $4,291-65.4% |
| Admin fee / account holder | $179 | $1,677-89.3% | $8,875-98.0% | $1,588-88.7% |