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 LLP4 years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 611151455 | Contract Administrator | $33,351 |
NATIONWIDE5+ years Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid indir... | $29,532 |
Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 27 · EIN 13-4284240 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $13,270 |
Service code 27 · EIN 45-3681885 1 TRANS AM PLAZA DR SUITE 230 · VILLA PARK, IL 60181 | Advisory (Plan) | $11,616 |
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 | $19,980 | $88,122-77.3% | $141,177-85.8% | $67,579-70.4% |
| Participation rate | 59.4% | 76.5%-17.0pp | 82.5%-23.0pp | 71.3%-11.8pp |
| Annual return | 25.25% | 75.40%-50.1pp | 71.40%-46.2pp | 378.56%-353.3pp |
| Employer contribution / active EE | $1,142 | $3,224-64.6% | $4,736-75.9% | $2,148-46.8% |
| Participant deferral / active EE | $2,102 | $5,958-64.7% | $6,710-68.7% | $3,539-40.6% |
| Admin fee / account holder | $113 | $131-13.8% | $10,263-98.9% | $142-20.7% |