Filed March 16, 2022
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+ years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $82,522 |
MMA SECURITIES LLC1+ years Filed as: ASSURED SKCG Service code 50 123 MAIN ST 14TH FL · WHITE PLAINS, NY 10601 | Direct Payment | $30,705 |
SECURITIES AMERICA INC1+ years Filed as: M & T SECURITIES Service code 52 285 DELAWARE AVE STE 2000 · BUFFALO, NY 14202 | Indirect Investment Fees | $26,595 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 | Contract Administrator | $19,440 |
BKD, LLP1+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $14,560 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,613 | $37,213-68.8% | $156,551-92.6% | $63,975-81.8% |
| Participation rate | 66.5% | 65.0%+1.6pp | 84.0%-17.5pp | 71.1%-4.6pp |
| Annual return | 0.54% | 47.89%-47.4pp | 32.23%-31.7pp | 48.65%-48.1pp |
| Employer contribution / active EE | $855 | $1,357-37.0% | $5,501-84.5% | $2,182-60.8% |
| Participant deferral / active EE | $1,659 | $2,070-19.9% | $4,871-66.0% | $3,356-50.6% |
| Admin fee / account holder | $56 | $56-1.2% | $13,028-99.6% | $70-21.0% |