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 |
|---|---|---|
NATIONWIDE7+ years Service code 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $14,933 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,327 | $61,166-81.5% | $185,849-93.9% | $79,391-85.7% |
| Participation rate | 55.3% | 66.6%-11.3pp | 81.7%-26.4pp | 70.7%-15.4pp |
| Annual return | 6.71% | 19.45%-12.7pp | 122.10%-115.4pp | 116.88%-110.2pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,649 | $2,789-40.9% | $5,569-70.4% | $4,046-59.2% |
| Admin fee / account holder | $90 | $710-87.3% | $16,244-99.4% | $627-85.7% |