Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $35,130 |
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS, INC. Service code 52 538 PRESTON AVE · MERIDEN, CT 064504858 | Indirect Investment Fees | $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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,111 | $37,463-0.9% | $77,100-51.9% | $66,949-44.6% |
| Participation rate | 50.0% | 52.9%-2.9pp | 67.9%-17.9pp | 69.8%-19.8pp |
| Annual return | -15.62% | -3.25%-12.4pp | 42.35%-58.0pp | 1.57%-17.2pp |
| Employer contribution / active EE | $315 | $1,535-79.4% | $2,815-88.8% | $2,545-87.6% |
| Participant deferral / active EE | $2,140 | $2,621-18.3% | $4,430-51.7% | $4,239-49.5% |
| Admin fee / account holder | $454 | $568-20.2% | $5,443-91.7% | $594-23.6% |