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 |
|---|---|---|
PROACCOUNT1 year Service code 15 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $59,718 |
CECILCO10+ years Service code 13 · EIN 75-2452820 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $24,364 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,917 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,625 | $73,459+95.5% | $178,528-19.6% | $74,429+93.0% |
| Participation rate | 98.0% | 66.5%+31.5pp | 77.1%+20.9pp | 67.2%+30.8pp |
| Annual return | 6.56% | 17.50%-10.9pp | 27.11%-20.6pp | 1368.38%-1361.8pp |
| Employer contribution / active EE | $7,952 | $2,219+258.3% | $3,950+101.3% | $2,625+203.0% |
| Participant deferral / active EE | $4,779 | $4,515+5.9% | $6,278-23.9% | $4,348+9.9% |
| Admin fee / account holder | $525 | $1,812-71.0% | $10,419-95.0% | $1,944-73.0% |