Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,416 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Plan) | $2,256 |
NFP RETIREMENT INC1+ years Filed as: NFP CORPORATE SERVICES (PA) INC. Service code 15 · EIN 13-4096969 2600 KELLY RD · WARRINGTON, PA 18976 | Recordkeeping | $1,433 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,287 | $55,453-58.0% | $170,435-86.3% | $62,293-62.6% |
| Participation rate | 49.3% | 66.4%-17.0pp | 83.6%-34.3pp | 69.5%-20.2pp |
| Annual return | 15.50% | 21.38%-5.9pp | 205.94%-190.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $654 | $2,164-69.8% | $5,432-88.0% | $2,042-68.0% |
| Participant deferral / active EE | $1,033 | $2,303-55.1% | $4,939-79.1% | $3,169-67.4% |
| Admin fee / account holder | $12 | $455-97.3% | $13,881-99.9% | $479-97.4% |