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 |
|---|---|---|
NATIONWIDE6+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43125 | Loan Processing | $69,783 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 S SIXTH ST · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $19,235 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 17 · EIN 11-3401702 | Pension Consulting | $773 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,666 | $74,706-54.9% | $75,717-55.5% | $79,393-57.6% |
| Participation rate | 73.4% | 75.3%-2.0pp | 74.8%-1.5pp | 70.7%+2.7pp |
| Annual return | 16.56% | 18.52%-2.0pp | 104.58%-88.0pp | 116.87%-100.3pp |
| Employer contribution / active EE | $1,886 | $2,590-27.2% | $2,743-31.3% | $2,428-22.3% |
| Participant deferral / active EE | $2,636 | $3,533-25.4% | $3,821-31.0% | $4,046-34.9% |
| Admin fee / account holder | $3 | $374-99.2% | $3,619-99.9% | $627-99.5% |