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 |
|---|---|---|
NATIONWIDE1 year Service code 27 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,096 | $67,594-40.7% | $77,361-48.2% | $69,733-42.5% |
| Participation rate | 45.6% | 71.7%-26.1pp | 75.0%-29.3pp | 62.5%-16.8pp |
| Annual return | 11.62% | 19.20%-7.6pp | 1011.54%-999.9pp | 15.22%-3.6pp |
| Employer contribution / active EE | $1,281 | $2,649-51.6% | $2,990-57.2% | $2,250-43.1% |
| Participant deferral / active EE | $2,206 | $3,401-35.1% | $3,911-43.6% | $3,054-27.8% |
| Admin fee / account holder | $48 | $1,159-95.8% | $5,894-99.2% | $3,102-98.4% |