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 |
|---|---|---|
NATIONWIDE2+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $43,473 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $18,588 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $1,680 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,923 | $39,859-50.0% | $78,676-74.7% | $57,658-65.4% |
| Participation rate | 62.1% | 66.1%-4.0pp | 73.6%-11.5pp | 70.2%-8.2pp |
| Annual return | 5.42% | 18.96%-13.5pp | 62.19%-56.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $662 | $1,786-62.9% | $2,850-76.8% | $1,974-66.5% |
| Participant deferral / active EE | $1,188 | $2,248-47.1% | $3,517-66.2% | $3,061-61.2% |
| Admin fee / account holder | $36 | $76-53.1% | $4,510-99.2% | $95-62.2% |