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 |
|---|---|---|
NATIONWIDE7+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $49,066 |
LPL FINANCIAL7+ years Filed as: NEXT FINANCIAL GROUP Service code 27 2500 WILCREST, STE 620 · HOUSTON, TX 770422757 | Advisory (Plan) | $38,057 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS NE LLC Service code 99 · EIN 13-3866919 | Other Fees | $5,763 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,284 | $77,677+35.5% | $109,188-3.6% | $79,389+32.6% |
| Participation rate | 90.9% | 67.8%+23.1pp | 75.9%+15.0pp | 70.7%+20.2pp |
| Annual return | 14.73% | 23.44%-8.7pp | 25.76%-11.0pp | 116.89%-102.2pp |
| Employer contribution / active EE | $9,093 | $2,798+225.0% | $3,723+144.2% | $2,428+274.5% |
| Participant deferral / active EE | $1,776 | $3,517-49.5% | $4,654-61.8% | $4,046-56.1% |
| Admin fee / account holder | $32 | $732-95.6% | $6,755-99.5% | $626-94.9% |