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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $93,069 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $8,928 |
AVINTUS1 year Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $8,675 |
SYNOVUS TRUST COMPANY7+ years Filed as: SYNOVUS SECURITIES INC Service code 17 PO BOX 2628 · COLUMBUS, GA 31902 | Pension Consulting | $0 |
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 | $48,126 | $73,638-34.6% | $108,405-55.6% | $79,391-39.4% |
| Participation rate | 86.7% | 77.4%+9.3pp | 80.1%+6.5pp | 70.7%+16.0pp |
| Annual return | 43.14% | 33.27%+9.9pp | 905.55%-862.4pp | 116.88%-73.7pp |
| Employer contribution / active EE | $4,455 | $2,397+85.9% | $3,559+25.2% | $2,428+83.5% |
| Participant deferral / active EE | $5,849 | $6,218-5.9% | $6,563-10.9% | $4,046+44.6% |
| Admin fee / account holder | $0 | $638-100.0% | $7,297-100.0% | $627-100.0% |