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 · EIN 91-1918299 HOME OFFICE · COLUMBUS, OH 432152220 | Recordkeeping | $22,784 |
PROFESSIONAL BENEFIT SERVICES4+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $8,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $9,794 | $45,382-78.4% | $154,108-93.6% | $75,289-87.0% |
| Participation rate | 56.1% | 65.9%-9.8pp | 83.0%-26.9pp | 72.4%-16.3pp |
| Annual return | -6.14% | -0.47%-5.7pp | 735.21%-741.3pp | -0.04%-6.1pp |
| Employer contribution / active EE | $618 | $1,533-59.7% | $5,298-88.3% | $2,405-74.3% |
| Participant deferral / active EE | $852 | $2,384-64.2% | $5,081-83.2% | $3,739-77.2% |
| Admin fee / account holder | $35 | $89-60.3% | $13,411-99.7% | $102-65.4% |