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 |
|---|---|---|
NATIONWIDE3+ years Service code 18 · EIN 31-4156830 | Account maintenance fees; Recordkeepi... | $67,634 |
BENEFITS 21 LLC3+ years Service code 14 · EIN 38-3839452 77 HWY 37 WEST · TOMS RIVER, NJ 08755 | Plan Administrator | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,423 | $71,192+25.6% | $117,861-24.1% | $62,293+43.6% |
| Participation rate | 36.5% | 74.2%-37.8pp | 79.7%-43.2pp | 69.5%-33.1pp |
| Annual return | 11.79% | 18.66%-6.9pp | 335.11%-323.3pp | 28.90%-17.1pp |
| Employer contribution / active EE | $641 | $1,934-66.9% | $3,786-83.1% | $2,042-68.6% |
| Participant deferral / active EE | $1,481 | $3,189-53.6% | $4,482-67.0% | $3,169-53.3% |
| Admin fee / account holder | $874 | $587+48.8% | $8,021-89.1% | $479+82.3% |