Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 19 ONE NATINOWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $72,356 |
Filed as: RETIREMENT PLANNING SERVICES Service code 13 · EIN 84-1096179 4 W DRY CREEK CIRCLE, STE. 100 · LITTLETON, CO 80120 | Contract Administrator | $18,789 |
IRON-CO-FID-COMPREHENSIVE3 years Service code 13 · EIN 26-2409128 630 DUNDEE RD., STE. 200 · NORTHBROOK, IL 60062 | Contract Administrator | $2,521 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 19 · EIN 31-4156830 10 W NATIONWIDE BLVD. 5-05-111V · COLUMBUS, OH 43215 | Securities Custodian | $462 |
US BANCORP INVESTMENTS INC2 years Filed as: US BANCORP INVESTMENTS Service code 13 60 LIVINGSTON AVE · ST. PAUL, MN 55107 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,520 | $50,458-75.2% | $160,037-92.2% | $64,824-80.7% |
| Participation rate | 58.8% | 68.0%-9.2pp | 78.0%-19.1pp | 71.5%-12.6pp |
| Annual return | -18.47% | -13.42%-5.0pp | 408.95%-427.4pp | 32.84%-51.3pp |
| Employer contribution / active EE | $949 | $1,722-44.9% | $4,226-77.5% | $2,507-62.1% |
| Participant deferral / active EE | $1,882 | $4,004-53.0% | $6,184-69.6% | $4,311-56.3% |
| Admin fee / account holder | $82 | $706-88.3% | $8,716-99.1% | $188-56.1% |