Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $83,523 |
BOYER & RITTER, CPA'S1 year Filed as: BOYER & RITTER CPAS Service code 10 · EIN 23-1311005 | Accounting | $44,510 |
DIETRICH & ASSOCIATES1 year Service code 53 · EIN 23-2520993 | Insurance Commissions | $40,000 |
LPL FINANCIAL1 year Service code 49 · EIN 95-2834236 | Other Services | $20,040 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $779,308-100.0% | $748,470-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 21.7%-21.7pp | 44.4%-44.4pp |
| Annual return | -8.73% | -0.99%-7.7pp | 0.46%-9.2pp | -14.65%+5.9pp |
| Employer contribution / active EE | $0 | $40,624-100.0% | $35,480-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,582-100.0% |