Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $22,314 |
Filed as: TRANSAMERICA FINANCIAL ADVISOR Service code 23 · EIN 59-2476008 TRANSAMERICA FINANCIAL ADVISOR · CEDAR RAPIDS, IA 52499 | Investment management; Insurance serv... | $21,921 |
PROACCOUNT1 year Service code 28 · EIN 73-0988442 | Investment Management | $10,692 |
Service code 28 · EIN 26-4311657 | Investment Management | $2,215 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 23 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Insurance services; Shareholder servi... | $639 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS INC Service code 23 · EIN 59-2476008 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Shareholder servicing fees; Investmen... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,208 | $50,919-81.9% | $155,556-94.1% | $77,762-88.2% |
| Participation rate | 86.3% | 63.1%+23.2pp | 78.2%+8.0pp | 70.6%+15.7pp |
| Annual return | 12.52% | 34.84%-22.3pp | 64.84%-52.3pp | 31.27%-18.7pp |
| Employer contribution / active EE | $1,533 | $1,991-23.0% | $4,675-67.2% | $2,728-43.8% |
| Participant deferral / active EE | $1,303 | $2,824-53.9% | $5,631-76.9% | $4,651-72.0% |
| Admin fee / account holder | $58 | $437-86.8% | $15,885-99.6% | $433-86.7% |