See peer percentile detail. $4.99 for your first month.
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See the 10-year trajectory. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,774 |
Service code 15 · EIN 59-3331424 3030 N. ROCKY POINT DR STE 700 · TAMPA, FL 33607 | Recordkeeping | $10,402 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 DEPT LA 24540 · PASADENA, CA 91185 | Recordkeeping | $8,938 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 15 · EIN 93-0987232 18700 N. HAYDEN RD STE 225 · SCOTTSDALE, AZ 85255 | Recordkeeping | $5,447 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping | $5,280 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,780 | $50,982-23.9% | $154,803-74.9% | $85,563-54.7% |
| Participation rate | 86.0% | 59.8%+26.2pp | 78.1%+7.9pp | 66.0%+20.0pp |
| Annual return | 11.71% | 30.35%-18.6pp | 58.88%-47.2pp | 31.51%-19.8pp |
| Employer contribution / active EE | $1,564 | $1,708-8.5% | $4,305-63.7% | $2,654-41.1% |
| Participant deferral / active EE | $3,391 | $2,474+37.1% | $5,540-38.8% | $4,375-22.5% |
| Admin fee / account holder | $35 | $846-95.9% | $14,329-99.8% | $834-95.8% |