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 Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $58,470 |
Filed as: RED BANK PENSION SERVICES INC. Service code 15 · EIN 22-2755716 | Recordkeeping | $8,824 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 49 · EIN 31-1332744 | Other Services | $5,753 |
Filed as: MORGAN STANLEY INS SVCS INC Service code 49 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,426 | $60,788+98.1% | $85,705+40.5% | $79,389+51.7% |
| Participation rate | 49.7% | 62.1%-12.4pp | 69.9%-20.2pp | 70.7%-21.0pp |
| Annual return | 10.54% | 16.57%-6.0pp | 21.49%-10.9pp | 116.89%-106.3pp |
| Employer contribution / active EE | $1,268 | $1,664-23.8% | $2,619-51.6% | $2,428-47.8% |
| Participant deferral / active EE | $2,575 | $2,920-11.8% | $3,924-34.4% | $4,046-36.4% |
| Admin fee / account holder | $0 | $439-100.0% | $6,877-100.0% | $626-100.0% |