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 17 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Pension Consulting | $29,789 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $279 |
Filed as: PENSION PLAN SPECIALISTS PC Service code 27 · EIN 91-1889112 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Advisory (Plan) | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,180 | $52,967-22.3% | $172,753-76.2% | $65,186-36.8% |
| Participation rate | 94.9% | 66.2%+28.7pp | 82.6%+12.3pp | 70.2%+24.7pp |
| Annual return | 11.05% | 30.12%-19.1pp | 803.00%-792.0pp | 29.39%-18.3pp |
| Employer contribution / active EE | $2,739 | $2,190+25.1% | $5,144-46.7% | $2,177+25.8% |
| Participant deferral / active EE | $3,290 | $2,471+33.2% | $5,198-36.7% | $3,514-6.4% |
| Admin fee / account holder | $107 | $472-77.3% | $13,956-99.2% | $847-87.4% |