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 |
|---|---|---|
Service code 49 · EIN 33-0449333 | Other Services | $14,813 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $12,215 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 74-2794197 | Other Fees | $7,403 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,017 | $77,677-80.7% | $109,173-86.2% | $79,391-81.1% |
| Participation rate | 49.0% | 67.8%-18.8pp | 75.9%-26.8pp | 70.7%-21.7pp |
| Annual return | 13.02% | 23.44%-10.4pp | 25.75%-12.7pp | 116.88%-103.9pp |
| Employer contribution / active EE | $1,483 | $2,798-47.0% | $3,723-60.2% | $2,428-38.9% |
| Participant deferral / active EE | $244 | $3,517-93.1% | $4,654-94.8% | $4,046-94.0% |
| Admin fee / account holder | $111 | $732-84.8% | $6,755-98.4% | $627-82.3% |