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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,533 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3892096 5350 77 CENTER DRIVE · CHARLOTTE, NC 28217 | Recordkeeping | $2,357 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL Service code 13 · EIN 35-1140070 PO BOX 2340 · FORT WAYNE, IN 46801 | Contract Administrator | $874 |
REGIONS BANK2+ years Service code 28 · EIN 63-0589368 19001 6TH AVENUE N · BIRMINGHAM, AL 35203 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,484 | $63,156-54.9% | $122,354-76.7% | $62,293-54.3% |
| Participation rate | 29.5% | 60.0%-30.6pp | 71.6%-42.2pp | 69.5%-40.1pp |
| Annual return | 17.84% | 20.61%-2.8pp | 30.28%-12.4pp | 28.90%-11.1pp |
| Employer contribution / active EE | $392 | $1,385-71.7% | $4,051-90.3% | $2,042-80.8% |
| Participant deferral / active EE | $663 | $2,321-71.4% | $3,287-79.8% | $3,169-79.1% |
| Admin fee / account holder | $14 | $440-96.9% | $5,479-99.7% | $479-97.1% |