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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,961 |
PREFERRED PENSION PLANNING2+ years Filed as: PREFERRED PENSION PLANNING CORP Service code 15 99 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Recordkeeping | $2,555 |
THE INVESTMENT CENTER INC2+ years Filed as: THE INVESTMENT CENTER Service code 27 1420 ROUTE 206 NORTH · BEDMINSTER, NJ 07921 | Advisory (Plan) | $0 |
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.
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 | $67,157 | $44,425+51.2% | $67,834-1.0% | $55,167+21.7% |
| Participation rate | 17.2% | 59.7%-42.5pp | 68.8%-51.6pp | 69.0%-51.8pp |
| Annual return | 8.92% | 17.80%-8.9pp | 138.47%-129.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $643 | $2,166-70.3% | $3,160-79.7% | $3,054-79.0% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |