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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,698 |
Filed as: BOON ADMINISTRATIVE SERVICES Service code 49 6300 BRIDGEPOINT PKWY BLDG 3 · AUSTIN, TX 78730 | Other Services | $22,725 |
NFP RETIREMENT INC2 years Filed as: KESTRA FINANCIAL/NFP ADVISOR SERV Service code 49 3600 BRIDGEPOINT PKWY BLDG 3 · AUSTIN, TX 78730 | Other Services | $8,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,734 | $41,647-86.2% | $96,171-94.0% | $86,821-93.4% |
| Participation rate | 65.6% | 50.3%+15.3pp | 68.4%-2.8pp | 72.3%-6.7pp |
| Annual return | 11.83% | 27.24%-15.4pp | 192.04%-180.2pp | 97.94%-86.1pp |
| Employer contribution / active EE | $1,394 | $1,328+4.9% | $2,799-50.2% | $2,406-42.1% |
| Participant deferral / active EE | $10 | $2,412-99.6% | $4,350-99.8% | $4,132-99.7% |
| Admin fee / account holder | $0 | $169-100.0% | $5,538-100.0% | $170-100.0% |