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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,215 |
Service code 15 · EIN 93-1098102 PO BOX 10108 · EUGENE, OR 974402108 | Recordkeeping | $1,980 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,486 | $37,196-77.2% | $154,111-94.5% | $55,725-84.8% |
| Participation rate | 38.9% | 64.1%-25.2pp | 83.0%-44.2pp | 70.9%-32.0pp |
| Annual return | -4.98% | 1319.68%-1324.7pp | 735.18%-740.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $356 | $1,614-78.0% | $5,298-93.3% | $2,078-82.9% |
| Participant deferral / active EE | $559 | $2,068-73.0% | $5,081-89.0% | $3,356-83.3% |
| Admin fee / account holder | $22 | $102-78.2% | $13,411-99.8% | $115-80.8% |