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 | $68,592 |
IRON-CO-FID-COMPREHENSIVE3+ years Filed as: IRON ADMINISTRATION, LLC Service code 17 630 DUNDEE ROAD SUITE 200 · NORTHBROOK, IL 60062 | Pension Consulting | $13,187 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 71 4211 S. 102ND STREET · OMAHA, NE 68127 | Brokerage Fees | $1,038 |
EQUITY SERVICES INC3+ years Filed as: EQUITY SERVICES Service code 49 ONE NATIONAL LIFE DRIVE · MONTPELIER, VT 05604 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,267 | $51,466+79.3% | $78,778+17.1% | $62,293+48.1% |
| Participation rate | 56.3% | 59.8%-3.5pp | 69.2%-12.9pp | 69.5%-13.2pp |
| Annual return | 14.41% | 19.96%-5.5pp | 35.62%-21.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $380 | $827-54.1% | $1,986-80.9% | $2,042-81.4% |
| Participant deferral / active EE | $2,950 | $2,147+37.4% | $2,958-0.3% | $3,169-6.9% |
| Admin fee / account holder | $899 | $489+83.7% | $5,134-82.5% | $479+87.6% |