See peer percentile detail. $4.99 for your first month.
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See the 10-year trajectory. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLOMBUS, OH 43215 | Advisory (Participants) | $30,945 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SRVS LLC (PCG) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,903 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 14 · EIN 39-1816008 | Plan Administrator | $3,625 |
NATIONWIDE8 years Service code 26 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Advisory (Participants) | $1,033 |
Filed as: AUSTIN PETERSON Service code 26 501 FLUID POWER DR. · GENEVA, IL 60134 | Advisory (Participants) | $375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,281 | $79,171+34.2% | $102,423+3.8% | $74,495+42.7% |
| Participation rate | 91.2% | 74.8%+16.4pp | 76.5%+14.7pp | 67.2%+24.0pp |
| Annual return | 15.57% | 54.93%-39.4pp | 29.32%-13.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $4,163 | $2,362+76.2% | $3,023+37.7% | $2,623+58.7% |
| Participant deferral / active EE | $3,066 | $4,415-30.6% | $5,053-39.3% | $4,346-29.4% |
| Admin fee / account holder | $481 | $2,001-76.0% | $9,451-94.9% | $1,942-75.2% |