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 year Service code 15 · EIN 31-4156830 | Recordkeeping | $10,852 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,166 | $73,102-66.9% | $123,553-80.4% | $56,289-57.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 82.3%+6.6pp | 69.9%+19.0pp |
| Annual return | -6.97% | 3.01%-10.0pp | 119.21%-126.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $528 | $2,977-82.3% | $4,628-88.6% | $2,111-75.0% |
| Participant deferral / active EE | $3,128 | $5,423-42.3% | $6,426-51.3% | $3,350-6.6% |
| Admin fee / account holder | $128 | $554-76.9% | $9,284-98.6% | $521-75.5% |