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 |
|---|---|---|
POLLARD & ASSOCIATES, INC.6 years Filed as: POLLARD & ASSOCIATES INC Service code 13 · EIN 52-0909772 | Contract Administrator | $4,669 |
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $221 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,918 | $62,723-68.2% | $142,898-86.1% | $86,821-77.1% |
| Participation rate | 78.8% | 62.6%+16.3pp | 72.0%+6.9pp | 72.3%+6.5pp |
| Annual return | 7.31% | 17.62%-10.3pp | 5639.64%-5632.3pp | 97.94%-90.6pp |
| Employer contribution / active EE | $1,314 | $1,627-19.2% | $4,146-68.3% | $2,406-45.4% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,838-100.0% | $4,132-100.0% |
| Admin fee / account holder | $134 | $140-3.7% | $6,560-98.0% | $170-20.7% |