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 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,081 |
Service code 13 · EIN 22-3076875 51 CHESTNNUT ST · RUTHERFORD, NJ 07070 | Contract Administrator | $2,995 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 26 12325 PORT GRACIE BLVD · LA VISTA, NE 681280001 | Advisory (Participants) | $0 |
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 | $19,006 | $52,293-63.7% | $178,498-89.4% | $73,412-74.1% |
| Participation rate | 87.7% | 65.3%+22.3pp | 81.9%+5.8pp | 72.2%+15.5pp |
| Annual return | 11.70% | 34.75%-23.0pp | 151.09%-139.4pp | 59.30%-47.6pp |
| Employer contribution / active EE | $1,078 | $1,735-37.9% | $5,011-78.5% | $2,234-51.7% |
| Participant deferral / active EE | $2,291 | $2,332-1.8% | $5,202-56.0% | $3,806-39.8% |
| Admin fee / account holder | $0 | $127-100.0% | $13,985-100.0% | $158-100.0% |