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 |
|---|---|---|
NATIONWIDE4+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $48,969 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $19,652 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $1,380 |
LPL FINANCIAL4+ 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 | $17,916 | $43,999-59.3% | $79,467-77.5% | $55,725-67.8% |
| Participation rate | 64.3% | 66.9%-2.6pp | 73.3%-9.0pp | 70.9%-6.5pp |
| Annual return | -5.89% | 1.81%-7.7pp | 718.30%-724.2pp | 244.93%-250.8pp |
| Employer contribution / active EE | $819 | $1,830-55.3% | $2,800-70.8% | $2,078-60.6% |
| Participant deferral / active EE | $1,222 | $2,538-51.9% | $3,704-67.0% | $3,356-63.6% |
| Admin fee / account holder | $49 | $118-58.7% | $5,104-99.0% | $115-57.9% |