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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $73,515 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL CORPORATION Service code 10 9785 TOWN CENTRE DRIVE · SAN DIEGO, CA 92150 | Accounting | $34,923 |
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.
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 | $12,498 | $47,898-73.9% | $117,533-89.4% | $64,819-80.7% |
| Participation rate | 67.9% | 61.9%+6.0pp | 70.6%-2.7pp | 71.5%-3.6pp |
| Annual return | -16.88% | -15.54%-1.3pp | 29.77%-46.7pp | 32.84%-49.7pp |
| Employer contribution / active EE | $307 | $1,774-82.7% | $4,179-92.7% | $2,507-87.8% |
| Participant deferral / active EE | $1,661 | $3,151-47.3% | $4,072-59.2% | $4,311-61.5% |
| Admin fee / account holder | $69 | $132-47.8% | $5,647-98.8% | $188-63.4% |