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 |
|---|---|---|
NATIONWIDE4 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $30,231 |
Service code 26 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $29,948 |
ASCENSUS LLC3 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 10 800 WEST COMMERCE ROAD · NEW ORLEANS, LA 70123 | Accounting | $9,777 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,416 | $91,474-23.0% | $135,982-48.2% | $71,529-1.6% |
| Participation rate | 78.7% | 75.7%+3.0pp | 81.9%-3.2pp | 67.9%+10.7pp |
| Annual return | 19.51% | 29.89%-10.4pp | 68.32%-48.8pp | 28.97%-9.5pp |
| Employer contribution / active EE | $2,988 | $3,705-19.4% | $4,859-38.5% | $2,590+15.4% |
| Participant deferral / active EE | $8,462 | $7,095+19.3% | $7,760+9.0% | $4,291+97.2% |
| Admin fee / account holder | $253 | $1,267-80.0% | $10,767-97.6% | $1,588-84.1% |