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 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $13,077 |
HARFST AND ASSOCIATES4+ years Filed as: HARFST & ASSOCIATES, INC Service code 27 · EIN 93-0839718 389 E MAIN ST · ASHLAND, OR 97520 | Advisory (Plan) | $6,393 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,285 | $47,977-82.7% | $154,108-94.6% | $56,289-85.3% |
| Participation rate | 60.3% | 66.2%-5.9pp | 83.0%-22.7pp | 69.9%-9.6pp |
| Annual return | -7.83% | 3.54%-11.4pp | 735.21%-743.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $387 | $2,169-82.2% | $5,298-92.7% | $2,111-81.7% |
| Participant deferral / active EE | $759 | $2,392-68.3% | $5,081-85.1% | $3,350-77.3% |
| Admin fee / account holder | $148 | $438-66.2% | $13,411-98.9% | $521-71.6% |