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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,008 |
Filed as: AMERIPRISE FINANCIAL CENTER Service code 15 50082 AMERIPRISE FINANCIAL CTR. · MINNEAPOLIS, MN 55474 | Recordkeeping | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,512 | $43,504-55.1% | $68,612-71.6% | $56,287-65.3% |
| Participation rate | 31.8% | 67.8%-36.1pp | 72.2%-40.5pp | 69.9%-38.1pp |
| Annual return | -8.94% | -3.15%-5.8pp | -4.63%-4.3pp | -9.96%+1.0pp |
| Employer contribution / active EE | $591 | $1,525-61.3% | $2,625-77.5% | $2,111-72.0% |
| Participant deferral / active EE | $993 | $2,509-60.4% | $3,311-70.0% | $3,350-70.4% |
| Admin fee / account holder | $3 | $515-99.5% | $5,131-99.9% | $521-99.5% |