Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,052 |
AMERICA'S 401K, INC.1+ years Service code 15 8131 LBJ FREEWAY · DALLAS, TX 75251 | Recordkeeping | $19,252 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 27 | Advisory (Plan) | $4,549 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 33 · EIN 74-2794194 1250 CAPITAL OF TEXAS HWY · AUSTIN, TX 78746 | Other insurance fees and expenses; Se... | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 33 · EIN 74-2794194 | Securities brokerage; Insurance broke... | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,391 | $50,106-71.3% | $69,779-79.4% | $57,658-75.0% |
| Participation rate | 48.3% | 70.9%-22.6pp | 71.8%-23.5pp | 70.2%-21.9pp |
| Annual return | 5.12% | 14.58%-9.5pp | 12.99%-7.9pp | 5.13%0pp |
| Employer contribution / active EE | $356 | $1,739-79.5% | $2,338-84.8% | $1,974-82.0% |
| Participant deferral / active EE | $829 | $2,486-66.6% | $2,931-71.7% | $3,061-72.9% |
| Admin fee / account holder | $131 | $89+47.2% | $4,381-97.0% | $95+38.9% |