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 | $3,748 |
Filed as: TRANSAMERICA FINANCIAL ADVISOR Service code 26 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,949 | $55,437-73.0% | $155,534-90.4% | $74,459-79.9% |
| Participation rate | 78.0% | 61.9%+16.1pp | 78.2%-0.3pp | 67.2%+10.7pp |
| Annual return | 12.87% | 269.58%-256.7pp | 64.92%-52.0pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,641 | $2,837-42.2% | $5,630-70.9% | $4,350-62.3% |
| Admin fee / account holder | $21 | $1,742-98.8% | $15,900-99.9% | $1,945-98.9% |