Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $107,527 |
M HOLDINGS SECURITIES INC3 years Filed as: M HOLDINGS SECURITIES, INC. Service code 22 | Insurance Broker | $46,841 |
INWEST RETIREMENT SOLUTIONS5+ years Service code 13 4305 N. GARFIELD, STE 202 · MIDLAND, TX 79705 | Contract Administrator | $46,256 |
Filed as: MEEDER ADVISORY SERVICES, INC Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $19,393 |
M HOLDINGS SECURITIES INC5+ years Filed as: M HOLDINGS SECURITIES, INC Service code 22 1125 W COUCH ST #900 · PORTLAND, OR 97209 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,732 | $72,658-50.8% | $127,803-72.0% | $67,579-47.1% |
| Participation rate | 81.0% | 80.0%+1.0pp | 79.0%+2.0pp | 71.3%+9.7pp |
| Annual return | 18.35% | 26.49%-8.1pp | 26.14%-7.8pp | 378.56%-360.2pp |
| Employer contribution / active EE | $1,391 | $3,988-65.1% | $4,576-69.6% | $2,148-35.2% |
| Participant deferral / active EE | $1,963 | $5,383-63.5% | $6,023-67.4% | $3,539-44.5% |
| Admin fee / account holder | $377 | $127+197.1% | $9,399-96.0% | $142+165.1% |