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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $104,573 |
IRON-CO-FID-COMPREHENSIVE9 years Service code 51 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Mgmt Fees | $61,278 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,389 | $127,689+31.9% | $146,866+14.7% | $65,191+158.3% |
| Participation rate | 93.9% | 68.4%+25.5pp | 82.5%+11.4pp | 63.0%+30.9pp |
| Annual return | 5.51% | 22.89%-17.4pp | 102.85%-97.3pp | 51.24%-45.7pp |
| Employer contribution / active EE | $8,134 | $4,150+96.0% | $4,425+83.8% | $2,400+238.9% |
| Participant deferral / active EE | $7,168 | $6,458+11.0% | $7,759-7.6% | $2,671+168.3% |
| Admin fee / account holder | $233 | $1,041-77.6% | $13,620-98.3% | $907-74.3% |