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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,599 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Service code 27 PO BOX 14527 · ST. PETERSBURG, FL 337334527 | Advisory (Plan) | $10,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,161 | $95,383-56.8% | $185,837-77.9% | $85,856-52.1% |
| Participation rate | 61.9% | 68.8%-6.9pp | 81.7%-19.8pp | 69.3%-7.4pp |
| Annual return | 26.66% | 23.59%+3.1pp | 122.08%-95.4pp | 318.58%-291.9pp |
| Employer contribution / active EE | $981 | $3,313-70.4% | $5,168-81.0% | $2,565-61.8% |
| Participant deferral / active EE | $1,747 | $3,423-49.0% | $5,568-68.6% | $3,952-55.8% |
| Admin fee / account holder | $11 | $7,213-99.8% | $16,241-99.9% | $6,261-99.8% |