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 |
|---|---|---|
CARR, RIGGS & INGRAM, LLC4+ years Filed as: CARR, RIGGS & INGRAM Service code 49 7550 HALCYON SUMMIT DRIVE · MONTGOMERY, AL 36117 | Other Services | $12,000 |
Service code 34 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 361240098 | Distribution (12b-1) fees; Valuation ... | $8,161 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,461 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,506 | $47,977-55.2% | $154,111-86.0% | $56,287-61.8% |
| Participation rate | 21.6% | 66.2%-44.6pp | 83.0%-61.5pp | 69.9%-48.3pp |
| Annual return | -10.54% | 3.54%-14.1pp | 735.18%-745.7pp | -9.96%-0.6pp |
| Employer contribution / active EE | $407 | $2,169-81.2% | $5,298-92.3% | $2,111-80.7% |
| Participant deferral / active EE | $611 | $2,392-74.5% | $5,081-88.0% | $3,350-81.8% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |