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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 91-1918299 HOME OFFICE · COLUMBUS, OH 432152220 | Recordkeeping | $27,871 |
PROFESSIONAL BENEFIT SERVICES6+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $10,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,738 | $56,095-75.5% | $178,503-92.3% | $90,274-84.8% |
| Participation rate | 61.9% | 65.6%-3.6pp | 81.9%-20.0pp | 73.4%-11.4pp |
| Annual return | 17.73% | 28.81%-11.1pp | 151.12%-133.4pp | 53.97%-36.2pp |
| Employer contribution / active EE | $896 | $1,572-43.0% | $5,011-82.1% | $2,523-64.5% |
| Participant deferral / active EE | $1,267 | $2,669-52.5% | $5,202-75.7% | $4,231-70.1% |
| Admin fee / account holder | $36 | $101-64.5% | $13,987-99.7% | $114-68.7% |