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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $75,430 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $6,213 |
SECURITIES AMERICA INC1+ years Filed as: M & T SECURITIES Service code 22 285 DELAWARE AVENUE SUITE 2000 · BUFFALO, NY 14202 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,992 | $57,108-5.5% | $94,229-42.7% | $52,331+3.2% |
| Participation rate | 83.3% | 72.9%+10.4pp | 78.8%+4.6pp | 68.1%+15.2pp |
| Annual return | -0.86% | 1.47%-2.3pp | 10.68%-11.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,276 | $1,735-26.5% | $3,587-64.4% | $1,882-32.2% |
| Participant deferral / active EE | $1,974 | $3,040-35.1% | $4,320-54.3% | $3,022-34.7% |
| Admin fee / account holder | $375 | $546-31.3% | $6,269-94.0% | $592-36.5% |