Filed January 30, 2017
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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $23,536 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,257 | $38,165+86.7% | $189,758-62.4% | $69,255+2.9% |
| Participation rate | 69.6% | 66.7%+2.9pp | 79.8%-10.2pp | 69.0%+0.6pp |
| Annual return | 5.68% | 14.65%-9.0pp | 52.62%-46.9pp | 26.73%-21.1pp |
| Employer contribution / active EE | $2,572 | $1,589+61.9% | $4,767-46.0% | $2,645-2.8% |
| Participant deferral / active EE | $4,790 | $2,073+131.1% | $5,856-18.2% | $2,890+65.7% |
| Admin fee / account holder | $64 | $714-91.0% | $20,388-99.7% | $733-91.2% |