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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,288 |
DEFINITI LLC1 year Service code 15 · EIN 85-0833363 | Recordkeeping | $6,752 |
NATIONWIDE6+ years Service code 15 | Recordkeeping | $6,189 |
Service code 33 3500 OAK LAWN AVE · DALLAS, TX 75219 | Recordkeeping fees; Securities broker... | $2,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,925 | $51,288-30.0% | $81,982-56.2% | $73,412-51.1% |
| Participation rate | 37.5% | 64.0%-26.5pp | 69.3%-31.8pp | 72.2%-34.7pp |
| Annual return | 15.67% | 29.48%-13.8pp | 41.31%-25.6pp | 59.30%-43.6pp |
| Employer contribution / active EE | $350 | $1,487-76.4% | $2,498-86.0% | $2,234-84.3% |
| Participant deferral / active EE | $1,690 | $2,715-37.8% | $3,722-54.6% | $3,806-55.6% |
| Admin fee / account holder | $138 | $125+10.3% | $5,665-97.6% | $158-12.4% |