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 |
|---|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-1592130 | Recordkeeping | $24,371 |
PRUCO SECURITIES, LLC4 years Service code 22 | Insurance Broker | $8,370 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $1,525 |
Filed as: PRUDENTIAL INS. AGENCY, INC. Service code 22 | Insurance Broker | $1,249 |
TD AMERITRADE, INC.6 years Filed as: TD AMERITRADE Service code 19 · EIN 47-0533629 | Securities Custodian | $29 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $29,460 | $84,482-65.1% | $125,363-76.5% | $66,930-56.0% |
| Participation rate | 79.8% | 76.4%+3.4pp | 82.4%-2.6pp | 69.8%+10.0pp |
| Annual return | -13.49% | -8.49%-5.0pp | 572.15%-585.6pp | 1.57%-15.1pp |
| Employer contribution / active EE | $2 | $3,553-100.0% | $4,815-100.0% | $2,545-99.9% |
| Participant deferral / active EE | $2,308 | $6,782-66.0% | $7,447-69.0% | $4,238-45.5% |
| Admin fee / account holder | $54 | $685-92.1% | $10,005-99.5% | $593-90.9% |