Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 65 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $18,940 |
HICKS PENSION SERVICES3 years Service code 14 · EIN 77-0155091 555 CHORRO STREET · SAN LUIS OBISPO, CA 93405 | Plan Administrator | $770 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Advisory (Participants) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,871 | $73,638-94.7% | $95,964-96.0% | $73,497-94.7% |
| Participation rate | 95.9% | 76.2%+19.7pp | 77.1%+18.8pp | 70.7%+25.2pp |
| Annual return | 17.28% | 16.78%+0.5pp | 91.64%-74.4pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,038 | $1,863-44.3% | $2,541-59.2% | $2,270-54.3% |
| Participant deferral / active EE | $459 | $3,617-87.3% | $4,167-89.0% | $3,740-87.7% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |