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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $80,206 |
Service code 15 · EIN 25-1650062 SUITE 1100 · PITTSBURGH, PA 152196114 | Recordkeeping | $6,250 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 26 4211 S. 102ND ST · OMAHA, NE 68127 | Advisory (Participants) | $376 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,141 | $70,083-51.3% | $59,883-43.0% | $55,725-38.7% |
| Participation rate | 69.6% | 78.4%-8.8pp | 74.7%-5.1pp | 70.9%-1.2pp |
| Annual return | -6.67% | 3.13%-9.8pp | 3.46%-10.1pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,982 | $2,878-31.1% | $2,722-27.2% | $2,078-4.6% |
| Participant deferral / active EE | $2,977 | $3,079-3.3% | $3,402-12.5% | $3,356-11.3% |
| Admin fee / account holder | $255 | $70+262.2% | $3,591-92.9% | $115+121.1% |