Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,613 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 15 | Recordkeeping | $27,450 |
PENTEGRA SERVICES, INC.1 year Filed as: APS-PENEGRA Service code 15 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $19,644 |
Filed as: MEEDER ADVISORY SERVICES INC. Service code 26 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $6,497 |
LINCOLN NATIONAL CORPORATION2+ years Service code 15 · EIN 34-1140070 | Recordkeeping | $0 |
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 | $15,047 | $46,173-67.4% | $170,435-91.2% | $69,631-78.4% |
| Participation rate | 74.0% | 63.9%+10.1pp | 83.6%-9.6pp | 70.7%+3.3pp |
| Annual return | 13.73% | 21.62%-7.9pp | 205.94%-192.2pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $1,669 | $1,610+3.7% | $5,432-69.3% | $2,032-17.9% |
| Participant deferral / active EE | $488 | $2,080-76.5% | $4,939-90.1% | $3,224-84.9% |
| Admin fee / account holder | $172 | $116+48.1% | $13,881-98.8% | $110+55.5% |