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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $141,407 |
AMERICAN PORTFOLIOS FINANCIAL6+ years Service code 26 4250 VETERANS MEMORIAL HIGHWAY · HOLBROOK, NY 117410000 | Advisory (Participants) | $0 |
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 | $149,571 | $52,293+186.0% | $178,499-16.2% | $73,412+103.7% |
| Participation rate | 77.1% | 65.3%+11.8pp | 81.9%-4.8pp | 72.2%+4.9pp |
| Annual return | 19.56% | 34.75%-15.2pp | 151.10%-131.5pp | 59.30%-39.7pp |
| Employer contribution / active EE | $2,734 | $1,735+57.6% | $5,011-45.4% | $2,234+22.4% |
| Participant deferral / active EE | $4,358 | $2,332+86.9% | $5,202-16.2% | $3,806+14.5% |
| Admin fee / account holder | $230 | $127+80.5% | $13,986-98.4% | $158+45.6% |