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 |
|---|---|---|
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $32,538 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISORS LLC Service code 26 | Advisory (Participants) | $13,523 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS, LLC Service code 26 400 FIRST ST S · SAINT CLOUD, MN 56301 | Advisory (Participants) | $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 | $35,183 | $59,813-41.2% | $79,580-55.8% | $68,486-48.6% |
| Participation rate | 82.8% | 61.1%+21.7pp | 69.5%+13.3pp | 67.9%+14.9pp |
| Annual return | -40.20% | -12.30%-27.9pp | 0.15%-40.4pp | -7.85%-32.3pp |
| Employer contribution / active EE | $2,657 | $1,505+76.5% | $2,413+10.1% | $2,597+2.3% |
| Participant deferral / active EE | $4,149 | $3,024+37.2% | $3,985+4.1% | $4,028+3.0% |
| Admin fee / account holder | $195 | $4,835-96.0% | $6,835-97.2% | $5,404-96.4% |