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 LIFE INSURANCE CO Service code 15 · EIN 31-4156830 | Recordkeeping | $24,692 |
STEPHENS INC1 year Filed as: STEPHENS, INC Service code 26 · EIN 71-0641478 | Advisory (Participants) | $6,462 |
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.
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 | $24,098 | $55,453-56.5% | $170,435-85.9% | $62,293-61.3% |
| Participation rate | 30.4% | 66.4%-36.0pp | 83.6%-53.2pp | 69.5%-39.2pp |
| Annual return | 13.50% | 21.38%-7.9pp | 205.94%-192.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $448 | $2,164-79.3% | $5,432-91.8% | $2,042-78.1% |
| Participant deferral / active EE | $642 | $2,303-72.1% | $4,939-87.0% | $3,169-79.8% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |