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 |
|---|---|---|
NATIONWIDE4+ years Service code 21 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $25,370 |
TAX SHELTERED COMPENSATION, INC.4+ years Filed as: TSC, INC Service code 15 · EIN 41-0955056 7300 METRO BOULEVARD · EDINA, MN 554394500 | Recordkeeping | $13,811 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 27 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455672 | Advisory (Plan) | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,422 | $52,967-48.2% | $172,753-84.1% | $65,186-57.9% |
| Participation rate | 57.4% | 66.2%-8.8pp | 82.6%-25.3pp | 70.2%-12.8pp |
| Annual return | 4.45% | 30.12%-25.7pp | 803.00%-798.6pp | 29.39%-24.9pp |
| Employer contribution / active EE | $563 | $2,190-74.3% | $5,144-89.1% | $2,177-74.1% |
| Participant deferral / active EE | $964 | $2,471-61.0% | $5,198-81.5% | $3,514-72.6% |
| Admin fee / account holder | $456 | $472-3.5% | $13,956-96.7% | $847-46.2% |