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 | $75,499 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $11,321 |
SECURITIES AMERICA INC3+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,957 | $71,192-5.9% | $117,861-43.2% | $62,293+7.5% |
| Participation rate | 84.1% | 74.2%+9.9pp | 79.7%+4.5pp | 69.5%+14.6pp |
| Annual return | 13.45% | 18.66%-5.2pp | 335.11%-321.7pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,398 | $1,934-27.7% | $3,786-63.1% | $2,042-31.5% |
| Participant deferral / active EE | $2,202 | $3,189-30.9% | $4,482-50.9% | $3,169-30.5% |
| Admin fee / account holder | $393 | $587-33.1% | $8,021-95.1% | $479-18.0% |