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 |
|---|---|---|
PENTEGRA SERVICES, INC.10+ years Filed as: APS-PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $15,150 |
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 15 | Recordkeeping | $9,294 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $9,294 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,094 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 43215 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,584 | $46,464-34.2% | $150,298-79.7% | $79,634-61.6% |
| Participation rate | 67.1% | 57.0%+10.2pp | 77.8%-10.6pp | 62.5%+4.6pp |
| Annual return | 12.20% | 27.89%-15.7pp | 62.79%-50.6pp | 36.46%-24.3pp |
| Employer contribution / active EE | $2,343 | $1,512+55.0% | $4,154-43.6% | $2,529-7.4% |
| Participant deferral / active EE | $496 | $2,157-77.0% | $5,453-90.9% | $3,835-87.1% |
| Admin fee / account holder | $70 | $891-92.2% | $14,116-99.5% | $1,002-93.1% |