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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $106,811 |
REHMANN ROBSON2+ years Filed as: REHMANN FINANCIAL GROUP Service code 15 1500 BIG BEAVER RD · TROY, MI 48084 | Recordkeeping | $83,634 |
SIGMA FINANCIAL CORPORATION2+ years Service code 27 4261 PARK ROAD · ANN ARBOR, MI 48103 | Advisory (Plan) | $67,872 |
Filed as: MEEDER ADVISORY SERVICES INC Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $43,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,953 | $85,635-84.9% | $123,894-89.5% | $63,975-79.8% |
| Participation rate | 10.6% | 74.9%-64.3pp | 81.4%-70.8pp | 71.1%-60.5pp |
| Annual return | 5.50% | 15.74%-10.2pp | 47.52%-42.0pp | 48.65%-43.2pp |
| Employer contribution / active EE | $28 | $3,076-99.1% | $4,617-99.4% | $2,182-98.7% |
| Participant deferral / active EE | $355 | $5,667-93.7% | $5,984-94.1% | $3,356-89.4% |
| Admin fee / account holder | $187 | $75+149.6% | $8,357-97.8% | $70+165.4% |