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 |
|---|---|---|
NATIONWIDE3 years Service code 26 · EIN 31-4177100 NOE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $54,258 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FIDUCIARY Service code 27 · EIN 99-9552241 5440 WEST 110TH STREET · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $15,052 |
NATIONWIDE8 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $8,218 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4071393 1290 AVENUE OF THE STARS · NEW YORK, NY 10104 | Advisory (Participants) | $4,455 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE NETWORK,LLC - JANIE SMITH Service code 27 2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110 | Advisory (Plan) | $0 |
THE RYDING COMPANY8 years Service code 17 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 913612797 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,841 | $104,829-2.8% | $142,942-28.8% | $79,634+27.9% |
| Participation rate | 58.8% | 66.2%-7.3pp | 76.8%-18.0pp | 62.5%-3.7pp |
| Annual return | 15.52% | 15.48%0pp | 113.70%-98.2pp | 36.46%-20.9pp |
| Employer contribution / active EE | $3,724 | $3,867-3.7% | $4,139-10.0% | $2,529+47.2% |
| Participant deferral / active EE | $6,048 | $5,222+15.8% | $7,128-15.2% | $3,835+57.7% |
| Admin fee / account holder | $112 | $887-87.3% | $12,475-99.1% | $1,002-88.8% |