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 |
|---|---|---|
INWEST RETIREMENT SOLUTIONS5 years Service code 17 4305 N GARFIELD STREET · MIDLAND, TX 79705 | Pension Consulting | $7,656 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $6,846 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,614 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,085 | $116,081-25.8% | $156,181-44.9% | $79,634+8.1% |
| Participation rate | 58.7% | 75.6%-16.9pp | 78.8%-20.2pp | 62.5%-3.8pp |
| Annual return | 9.62% | 15.89%-6.3pp | 64.87%-55.3pp | 36.46%-26.8pp |
| Employer contribution / active EE | $1,117 | $2,828-60.5% | $4,294-74.0% | $2,529-55.8% |
| Participant deferral / active EE | $1,884 | $4,584-58.9% | $6,132-69.3% | $3,835-50.9% |
| Admin fee / account holder | $126 | $854-85.2% | $14,586-99.1% | $1,002-87.4% |