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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,940 |
DELAWARE VALLEY RETIREMENT, INC.3+ years Service code 15 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Recordkeeping | $8,927 |
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 | $22,193 | $55,453-60.0% | $170,435-87.0% | $62,293-64.4% |
| Participation rate | 31.8% | 66.4%-34.6pp | 83.6%-51.8pp | 69.5%-37.7pp |
| Annual return | 13.60% | 21.38%-7.8pp | 205.94%-192.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $740 | $2,303-67.9% | $4,939-85.0% | $3,169-76.7% |
| Admin fee / account holder | $268 | $455-41.0% | $13,881-98.1% | $479-44.0% |