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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $402,142 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $132,135 |
PENTEGRA SERVICES, INC.4+ years Filed as: APS- PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $119,886 |
PENTEGRA SERVICES, INC.2 years Filed as: APS - PENTEGRA Service code 15 | Recordkeeping | $4,270 |
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 | $29,021 | $45,382-36.1% | $154,108-81.2% | $75,289-61.5% |
| Participation rate | 44.9% | 65.9%-21.0pp | 83.0%-38.2pp | 72.4%-27.6pp |
| Annual return | -5.95% | -0.47%-5.5pp | 735.21%-741.2pp | -0.04%-5.9pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,740 | $2,384-27.0% | $5,081-65.8% | $3,739-53.5% |
| Admin fee / account holder | $0 | $89-100.0% | $13,411-100.0% | $102-100.0% |