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 |
|---|---|---|
NATIONWIDE1 year Service code 64 · EIN 31-1592130 | Recordkeeping Fees | $21,697 |
Filed as: ONEDIGITAL INVESTMENT ADVISOR Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,003 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 99 · EIN 22-2446239 PO BOX 55970 · BOSTON, MA 02205 | Other Fees | $3,102 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERIVES INC. Service code 99 | Other Fees | $2,712 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,548 | $46,464-75.1% | $150,298-92.3% | $79,634-85.5% |
| Participation rate | 80.6% | 57.0%+23.7pp | 77.8%+2.9pp | 62.5%+18.1pp |
| Annual return | 9.40% | 27.89%-18.5pp | 62.79%-53.4pp | 36.46%-27.1pp |
| Employer contribution / active EE | $1,071 | $1,512-29.1% | $4,154-74.2% | $2,529-57.6% |
| Participant deferral / active EE | $2,211 | $2,157+2.5% | $5,453-59.5% | $3,835-42.3% |
| Admin fee / account holder | $95 | $891-89.4% | $14,116-99.3% | $1,002-90.5% |