Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,682 |
Service code 13 50 STEWART AVE · HUNTINGTON, NY 11743 | Contract Administrator | $11,960 |
Employer 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 | $22,563 | $62,267-63.8% | $110,241-79.5% | $55,725-59.5% |
| Participation rate | 96.7% | 78.1%+18.6pp | 79.8%+16.9pp | 70.9%+25.9pp |
| Annual return | -5.69% | -1.07%-4.6pp | 314.75%-320.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $314 | $1,941-83.9% | $3,827-91.8% | $2,078-84.9% |
| Participant deferral / active EE | $2,908 | $3,516-17.3% | $4,672-37.8% | $3,356-13.3% |
| Admin fee / account holder | $182 | $121+50.6% | $8,548-97.9% | $115+58.1% |