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 |
|---|---|---|
THE BENEFIT PRACTICE1 year Service code 14 · EIN 13-4144565 | Plan Administrator | $18,239 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,756 |
Filed as: VOYA Service code 13 · EIN 71-0294708 | Contract Administrator | $550 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $455 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-3415651 | Advisory (Plan) | $0 |
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 | $58,880 | $71,057-17.1% | $93,654-37.1% | $80,874-27.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.09% | 11.26%-2.2pp | 133.34%-124.3pp | 35.62%-26.5pp |
| Employer contribution / active EE | $3,610 | $1,564+130.8% | $2,421+49.1% | $2,756+31.0% |
| Participant deferral / active EE | $3,265 | $4,034-19.1% | $4,413-26.0% | $4,297-24.0% |
| Admin fee / account holder | $125 | $6,944-98.2% | $8,282-98.5% | $6,935-98.2% |