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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $33,681 |
HICKS PENSION SERVICES2+ years Service code 13 3459 W SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $2,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,292 | $55,453-52.6% | $170,439-84.6% | $62,293-57.8% |
| Participation rate | 52.1% | 66.4%-14.2pp | 83.6%-31.5pp | 69.5%-17.4pp |
| Annual return | 19.23% | 21.38%-2.1pp | 205.94%-186.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $195 | $2,164-91.0% | $5,433-96.4% | $2,042-90.5% |
| Participant deferral / active EE | $1,154 | $2,303-49.9% | $4,939-76.6% | $3,169-63.6% |
| Admin fee / account holder | $31 | $455-93.2% | $13,881-99.8% | $479-93.6% |