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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 91-1918299 HOME OFFICE · COLUMBUS, OH 432152220 | Recordkeeping | $40,787 |
PROFESSIONAL BENEFIT SERVICES7+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $10,115 |
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 | $15,862 | $67,512-76.5% | $185,851-91.5% | $93,010-82.9% |
| Participation rate | 66.1% | 67.1%-1.1pp | 81.7%-15.6pp | 73.9%-7.8pp |
| Annual return | 12.68% | 21.04%-8.4pp | 122.11%-109.4pp | 158.70%-146.0pp |
| Employer contribution / active EE | $1,067 | $1,783-40.2% | $5,168-79.4% | $2,705-60.6% |
| Participant deferral / active EE | $1,555 | $3,035-48.8% | $5,569-72.1% | $4,561-65.9% |
| Admin fee / account holder | $45 | $318-85.9% | $16,245-99.7% | $152-70.4% |