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 |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 611151455 | Contract Administrator | $18,671 |
NATIONWIDE2+ years Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid indir... | $14,304 |
Service code 27 · EIN 43-3681885 1 TRANS AM PLAZA DR SUITE 230 · VILLA PARK, IL 60181 | Advisory (Plan) | $11,695 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,838 | $80,177-82.7% | $123,894-88.8% | $57,658-76.0% |
| Participation rate | 60.3% | 74.4%-14.1pp | 81.4%-21.1pp | 70.2%-9.9pp |
| Annual return | 7.28% | 17.90%-10.6pp | 47.52%-40.2pp | 5.13%+2.1pp |
| Employer contribution / active EE | $885 | $2,913-69.6% | $4,617-80.8% | $1,974-55.1% |
| Participant deferral / active EE | $1,686 | $5,130-67.1% | $5,984-71.8% | $3,061-44.9% |
| Admin fee / account holder | $123 | $106+16.1% | $8,357-98.5% | $95+30.6% |