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 |
|---|---|---|
NATIONWIDE10+ years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $22,601 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $18,335 |
PROACCOUNT1 year Service code 26 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Advisory (Participants) | $11,866 |
CREATIVE RETIREMENT SYSTEMS, INC.10+ years Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $1,940 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,674 | $65,960-80.8% | $81,882-84.5% | $77,762-83.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 10.21% | 26.64%-16.4pp | 779.47%-769.3pp | 31.27%-21.1pp |
| Employer contribution / active EE | $1,595 | $2,375-32.9% | $2,916-45.3% | $2,728-41.5% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $54 | $526-89.7% | $7,360-99.3% | $433-87.5% |