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 Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 15 · EIN 31-4156830 | Recordkeeping | $57,626 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $44,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,314 | $33,780-19.1% | $74,549-63.4% | $75,289-63.7% |
| Participation rate | 34.3% | 62.7%-28.4pp | 69.1%-34.9pp | 72.4%-38.1pp |
| Annual return | -8.96% | -1.24%-7.7pp | 32.53%-41.5pp | -0.04%-8.9pp |
| Employer contribution / active EE | $15 | $845-98.2% | $1,961-99.2% | $2,405-99.4% |
| Participant deferral / active EE | $1,921 | $1,890+1.6% | $3,108-38.2% | $3,739-48.6% |
| Admin fee / account holder | $122 | $86+40.8% | $5,059-97.6% | $102+18.8% |