Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 20-4187012 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Contract Administrator | $7,652 |
NATIONWIDE2+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $3,447 |
Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 13 · EIN 94-3324288 PO BOX 303 · ST. CLOUD, MN 56302 | Contract Administrator | $2,125 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 33 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Securities brokerage | $408 |
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Contract Administrator | $102 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,083 | $52,293-94.1% | $178,499-98.3% | $73,412-95.8% |
| Participation rate | 62.1% | 65.3%-3.2pp | 81.9%-19.8pp | 72.2%-10.0pp |
| Annual return | 53.38% | 34.75%+18.6pp | 151.10%-97.7pp | 59.30%-5.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,612 | $2,332-30.9% | $5,202-69.0% | $3,806-57.7% |
| Admin fee / account holder | $24 | $127-81.1% | $13,986-99.8% | $158-84.8% |