Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE FINANCIAL SERVICES INC. Service code 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $39,738 |
JOSEPH BARRY CO LLC9+ years Service code 26 · EIN 26-1449163 128 UNION STREET SUITE 507 · NEW BEDFORD, MA 02740 | Advisory (Participants) | $0 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 46802 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,293 | $47,180+21.4% | $149,723-61.7% | $74,473-23.1% |
| Participation rate | 26.9% | 63.4%-36.6pp | 78.8%-51.9pp | 70.7%-43.9pp |
| Annual return | 15.17% | 22.75%-7.6pp | 134.50%-119.3pp | 34.36%-19.2pp |
| Employer contribution / active EE | $650 | $1,907-65.9% | $4,821-86.5% | $2,638-75.4% |
| Participant deferral / active EE | $1,302 | $2,730-52.3% | $5,682-77.1% | $4,530-71.3% |
| Admin fee / account holder | $599 | $343+74.5% | $13,215-95.5% | $347+72.5% |