Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $90,473 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC Service code 14 · EIN 13-3892096 6830 COMMERCE CT DR · BLACKLICK, OH 46004 | Plan Administrator | $45,317 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Insurance Broker | $25,722 |
Service code 22 | Insurance Broker | $25,722 |
Service code 28 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Investment Management | $8,292 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES, INC Service code 14 | Plan Administrator | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,955 | $72,303-55.8% | $86,698-63.1% | $64,824-50.7% |
| Participation rate | 48.5% | 80.4%-31.9pp | 76.6%-28.1pp | 71.5%-23.0pp |
| Annual return | -14.65% | 392.77%-407.4pp | 35.96%-50.6pp | 32.84%-47.5pp |
| Employer contribution / active EE | $1,056 | $2,393-55.9% | $2,837-62.8% | $2,507-57.9% |
| Participant deferral / active EE | $1,810 | $4,660-61.1% | $4,656-61.1% | $4,311-58.0% |
| Admin fee / account holder | $18 | $174-89.8% | $7,492-99.8% | $188-90.5% |