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 Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $8,159 |
PRICEKUBECKA PLLC3 years Service code 10 · EIN 75-2783674 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,682 | $91,559-29.4% | $133,978-51.7% | $79,856-19.0% |
| Participation rate | 52.6% | 73.3%-20.7pp | 79.8%-27.2pp | 69.6%-17.0pp |
| Annual return | 16.54% | 61.85%-45.3pp | 45.10%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,605 | $3,734-30.2% | $5,047-48.4% | $3,741-30.4% |
| Admin fee / account holder | $141 | $6,321-97.8% | $8,930-98.4% | $5,306-97.3% |