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 |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $35,180 |
SILVERSTONE ASSET MANAGEMENT INC2+ years Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $24,418 |
GOLDLEAF PARTNERS2+ years Filed as: GOLDLEAF PARTERS Service code 63 14221 GOLF COURSE DRIVE SUITE 200 · BAXTER, MN 56425 | 12b-1 Fees | $10,725 |
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,375 | $36,916-15.0% | $156,551-80.0% | $57,658-45.6% |
| Participation rate | 21.9% | 63.4%-41.6pp | 84.0%-62.2pp | 70.2%-48.4pp |
| Annual return | 7.15% | 12.38%-5.2pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $279 | $1,571-82.3% | $5,501-94.9% | $1,974-85.9% |
| Participant deferral / active EE | $851 | $1,926-55.8% | $4,871-82.5% | $3,061-72.2% |
| Admin fee / account holder | $68 | $82-18.1% | $13,028-99.5% | $95-28.5% |