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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,025 |
Filed as: PENSION FINANCIAL SVCS INC Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $6,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,899 | $68,408-63.6% | $57,196-56.5% | $57,658-56.8% |
| Participation rate | 37.0% | 79.1%-42.1pp | 75.3%-38.3pp | 70.2%-33.2pp |
| Annual return | 7.74% | 8.51%-0.8pp | 14.59%-6.9pp | 5.13%+2.6pp |
| Employer contribution / active EE | $879 | $2,869-69.4% | $2,683-67.2% | $1,974-55.5% |
| Participant deferral / active EE | $1,298 | $2,903-55.3% | $3,096-58.1% | $3,061-57.6% |
| Admin fee / account holder | $210 | $70+201.4% | $3,141-93.3% | $95+122.1% |