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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,324 |
LAWLEY RETIREMENT ADVISORS LLC2+ years Filed as: LAWLEY- COURIER ADVISORS Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $21,060 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: P&A RETIREMENT PLAN SERVICES Service code 37 17 COURT STREET SUITE 500 · BUFFALO, NY 14202 | Loan Processing | $6,111 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,951 | $46,100+38.7% | $86,582-26.1% | $69,631-8.2% |
| Participation rate | 48.5% | 67.2%-18.7pp | 73.5%-25.1pp | 70.7%-22.2pp |
| Annual return | 18.30% | 21.02%-2.7pp | 965.08%-946.8pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $191 | $1,850-89.7% | $2,839-93.3% | $2,032-90.6% |
| Participant deferral / active EE | $2,139 | $2,432-12.0% | $3,609-40.7% | $3,224-33.6% |
| Admin fee / account holder | $337 | $94+259.3% | $4,904-93.1% | $110+205.3% |