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 | $32,793 |
TRAVELLER & COMPANY LLC1 year Filed as: TRAVELLER AND COMPANY Service code 10 500 NORTH MARTKETPLACE DRIVE · CENTERVILLE, UT 84014 | Accounting | $17,425 |
ACAS, LLC4 years Service code 10 · EIN 45-5437572 5531 CANCHA DE GOLF STE 206 · RANCHO SANTA FE, CA 92091 | Accounting | $16,260 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 · EIN 20-3886993 430 W 7TH STREET · KANSAS CITY, MO 641051407 | Recordkeeping | $9,584 |
Annual investment return 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 | $42,268 | $45,602-7.3% | $117,529-64.0% | $66,949-36.9% |
| Participation rate | 73.0% | 57.6%+15.3pp | 70.6%+2.4pp | 69.8%+3.2pp |
| Annual return | -19.94% | -16.74%-3.2pp | 29.77%-49.7pp | 1.57%-21.5pp |
| Employer contribution / active EE | $3,229 | $1,579+104.5% | $4,179-22.7% | $2,545+26.9% |
| Participant deferral / active EE | $5,889 | $2,845+107.0% | $4,072+44.6% | $4,239+38.9% |
| Admin fee / account holder | $206 | $661-68.9% | $5,645-96.4% | $594-65.4% |