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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,766 |
LEGACY BENEFIT SERVICES2 years Filed as: LEGACY BENEFIT SERVICES, LLC Service code 63 · EIN 48-1118052 5670 GREENWOOD PLAZA BLVD · GREENWOOD VILLAGE, CO 80111 | 12b-1 Fees | $2,716 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 49 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $16,374 | $91,517-82.1% | $101,264-83.8% | $73,412-77.7% |
| Participation rate | 25.4% | 73.8%-48.3pp | 75.8%-50.4pp | 72.2%-46.7pp |
| Annual return | 22.03% | 17.17%+4.9pp | 46.48%-24.5pp | 59.30%-37.3pp |
| Employer contribution / active EE | $654 | $2,877-77.3% | $3,660-82.1% | $2,234-70.7% |
| Participant deferral / active EE | $1,055 | $3,338-68.4% | $4,370-75.9% | $3,806-72.3% |
| Admin fee / account holder | $163 | $216-24.5% | $5,947-97.3% | $158+3.2% |