Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 51 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $19,812 |
CETERA ADVISOR NETWORKS LLC5+ years Service code 27 · EIN 95-3845382 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $18,640 |
PEERY & ASSOCIATES, INC.4 years Service code 15 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Recordkeeping | $8,875 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,108 | $46,332-80.3% | $143,799-93.7% | $64,819-85.9% |
| Participation rate | 85.0% | 64.2%+20.7pp | 80.3%+4.7pp | 71.5%+13.5pp |
| Annual return | -14.29% | -10.05%-4.2pp | -0.04%-14.2pp | 32.84%-47.1pp |
| Employer contribution / active EE | $549 | $1,911-71.3% | $4,952-88.9% | $2,507-78.1% |
| Participant deferral / active EE | $909 | $2,647-65.7% | $5,638-83.9% | $4,311-78.9% |
| Admin fee / account holder | $125 | $154-18.6% | $14,677-99.1% | $188-33.3% |