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 |
|---|---|---|
NATIONWIDE5+ years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $9,927 |
ASCENSUS LLC1 year Filed as: RETIREMENT STRATEGIES GROUP Service code 15 · EIN 72-1450587 | Recordkeeping | $3,539 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,183 |
Filed as: AVANTAX INSURANCE AGENCY, LLC Service code 12 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Claims processing | $0 |
Filed as: AVANTAX WEALTH MANAGEMENT Service code 28 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Investment Management | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $39,505 | $72,269-45.3% | $101,271-61.0% | $79,852-50.5% |
| Participation rate | 32.9% | 68.5%-35.5pp | 75.8%-42.9pp | 69.6%-36.7pp |
| Annual return | 6.88% | 22.29%-15.4pp | 46.48%-39.6pp | 31.72%-24.8pp |
| Employer contribution / active EE | $217 | $2,692-91.9% | $3,660-94.1% | $2,471-91.2% |
| Participant deferral / active EE | $1,203 | $3,282-63.3% | $4,371-72.5% | $3,740-67.8% |
| Admin fee / account holder | $115 | $4,401-97.4% | $5,948-98.1% | $5,306-97.8% |