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 |
|---|---|---|
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $7,373 |
Service code 10 · EIN 20-3886993 | Accounting | $2,317 |
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,340,221 | $87,060+3736.7% | $105,591+3063.4% | $80,911+4028.3% |
| Participation rate | 1.1% | 70.4%-69.4pp | 75.3%-74.2pp | 67.6%-66.6pp |
| Annual return | 13.69% | 17.05%-3.4pp | 116.43%-102.7pp | 35.63%-21.9pp |
| Employer contribution / active EE | $1,108 | $2,396-53.8% | $3,166-65.0% | $2,756-59.8% |
| Participant deferral / active EE | $2,805 | $3,986-29.6% | $5,008-44.0% | $4,297-34.7% |
| Admin fee / account holder | $3,043 | $8,442-64.0% | $11,024-72.4% | $6,935-56.1% |