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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,167 |
CECILCO1+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $12,635 |
NATIONWIDE1+ years Filed as: NATIOWNIDE Service code 15 | Recordkeeping | $3,958 |
PROSPERA FINANCIAL SERVICES1+ years Service code 27 5429 LBJ FRW · DALLAS, TX 75240 | Advisory (Plan) | $2,368 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,104 | $22,714-77.5% | $59,496-91.4% | $55,191-90.8% |
| Participation rate | 79.0% | 37.5%+41.6pp | 54.6%+24.5pp | 69.2%+9.9pp |
| Annual return | -2.06% | -44.01%+41.9pp | 182.05%-184.1pp | 10.78%-12.8pp |
| Employer contribution / active EE | $298 | $418-28.8% | $1,153-74.2% | $1,899-84.3% |
| Participant deferral / active EE | $224 | $843-73.5% | $1,829-87.8% | $3,046-92.7% |
| Admin fee / account holder | $49 | $83-41.6% | $2,232-97.8% | $91-46.4% |