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 15 · EIN 31-4156830 1 NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,883 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 15 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Recordkeeping | $12,907 |
Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 99 · EIN 26-2409128 630 DUNDEE RD · NORTHBROOK, IL 60062 | Other Fees | $5,273 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC Service code 15 | Recordkeeping | $4,769 |
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 | $45,025 | $58,888-23.5% | $178,498-74.8% | $73,493-38.7% |
| Participation rate | 97.7% | 66.2%+31.5pp | 81.9%+15.8pp | 70.7%+27.1pp |
| Annual return | 14.96% | 24.86%-9.9pp | 151.09%-136.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,412 | $2,236+7.8% | $5,011-51.9% | $2,270+6.2% |
| Participant deferral / active EE | $1,509 | $2,568-41.2% | $5,202-71.0% | $3,740-59.6% |
| Admin fee / account holder | $291 | $400-27.2% | $13,985-97.9% | $513-43.2% |