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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,716 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $16,725 | $52,293-68.0% | $178,503-90.6% | $73,412-77.2% |
| Participation rate | 58.5% | 65.3%-6.9pp | 81.9%-23.5pp | 72.2%-13.7pp |
| Annual return | 21.43% | 34.75%-13.3pp | 151.12%-129.7pp | 59.30%-37.9pp |
| Employer contribution / active EE | $1,189 | $1,736-31.5% | $5,011-76.3% | $2,234-46.8% |
| Participant deferral / active EE | $1,749 | $2,333-25.0% | $5,202-66.4% | $3,806-54.0% |
| Admin fee / account holder | $75 | $127-41.1% | $13,987-99.5% | $158-52.5% |