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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 91-1918299 HOME OFFICE · COLUMBUS, OH 432152220 | Recordkeeping | $120,316 |
Service code 26 · EIN 47-1495882 1305 FOWLER ST · RICHLAND, WA 99352 | Advisory (Participants) | $28,442 |
PROFESSIONAL BENEFIT SERVICES8+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $20,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,607 | $45,000-67.5% | $143,797-89.8% | $77,906-81.3% |
| Participation rate | 65.0% | 66.8%-1.9pp | 80.3%-15.4pp | 73.7%-8.7pp |
| Annual return | -16.28% | 29.03%-45.3pp | -0.04%-16.2pp | 12.16%-28.4pp |
| Employer contribution / active EE | $1,158 | $1,870-38.1% | $4,952-76.6% | $2,846-59.3% |
| Participant deferral / active EE | $1,712 | $3,157-45.8% | $5,638-69.6% | $4,805-64.4% |
| Admin fee / account holder | $147 | $98+49.5% | $14,679-99.0% | $133+11.0% |