Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $96,121 |
Filed as: ROYAL ALLIANCE Service code 49 10 EXCHANGE PLACE SUITE 1410 · JERSEY CITY, NJ 07302 | Other Services | $60,370 |
REHMANN ROBSON1 year Filed as: REHMANN FINANCIAL Service code 49 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Other Services | $9,895 |
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.
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).
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 | $50,696 | $60,545-16.3% | $92,240-45.0% | $69,631-27.2% |
| Participation rate | 49.2% | 72.2%-22.9pp | 76.5%-27.2pp | 70.7%-21.4pp |
| Annual return | 18.59% | 19.71%-1.1pp | 176.29%-157.7pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,790 | $2,828-1.3% | $3,897-28.4% | $3,224-13.4% |
| Admin fee / account holder | $522 | $145+260.5% | $5,194-90.0% | $110+372.6% |