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 Service code 13 ONE NATIONWIDE PLAZA · COLUMBU, OH 43215 | Contract Administrator | $23,332 |
ASCENSUS LLC1 year Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $13,650 |
AMERICAN FUNDS1 year Filed as: CAPITAL ANALYSTS, INC. Service code 27 · EIN 45-5025285 601 OFFICE CENTER DRIVE · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $5,345 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 27 THE FOREST PAVILLON · WYNCOTE, PA 19095 | Advisory (Plan) | $0 |
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.
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 | $27,667 | $63,156-56.2% | $122,354-77.4% | $62,293-55.6% |
| Participation rate | 41.0% | 60.0%-19.0pp | 71.6%-30.6pp | 69.5%-28.5pp |
| Annual return | 15.25% | 20.61%-5.4pp | 30.28%-15.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,051-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $771 | $2,321-66.8% | $3,287-76.6% | $3,169-75.7% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |