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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,987 |
THE BENEFIT ADVANTAGE, INC.1+ years Filed as: THE BENEFIT ADVANTAGE Service code 15 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $1,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,075 | $37,117-83.6% | $147,617-95.9% | $55,191-89.0% |
| Participation rate | 42.7% | 63.6%-20.9pp | 84.6%-41.9pp | 69.2%-26.4pp |
| Annual return | -2.61% | 3.44%-6.1pp | 61.98%-64.6pp | 10.78%-13.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $622 | $1,985-68.7% | $4,895-87.3% | $3,046-79.6% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |