Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $61,595 |
SAGEPOINT FINANCIAL INC4+ years Filed as: SAGEPOINT FINANCIAL Service code 17 · EIN 20-1741754 2800 N. CENTRAL AVE · PHOENIX, AZ 850041834 | Pension Consulting | $31,245 |
PENTEGRA SERVICES, INC.4+ years Filed as: APS PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Contract Administrator | $28,761 |
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.
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 | $35,180 | $25,302+39.0% | $74,719-52.9% | $67,579-47.9% |
| Participation rate | 28.3% | 37.8%-9.5pp | 54.5%-26.1pp | 71.3%-43.0pp |
| Annual return | 18.16% | 10291.17%-10273.0pp | 753.05%-734.9pp | 378.56%-360.4pp |
| Employer contribution / active EE | $452 | $446+1.4% | $1,084-58.3% | $2,148-78.9% |
| Participant deferral / active EE | $586 | $954-38.6% | $1,963-70.2% | $3,539-83.5% |
| Admin fee / account holder | $391 | $108+263.0% | $3,334-88.3% | $142+174.6% |