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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $78,842 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 15 1300 S. CLINTON ST · FORT WAYNE, IN 46802 | Recordkeeping | $36,503 |
PENTEGRA SERVICES, INC.5+ years Filed as: APS-PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $13,468 |
Filed as: MEEDER ADVISORY SERVICES, INC Service code 26 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $7,706 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $19,637 | $52,293-62.4% | $178,499-89.0% | $73,412-73.3% |
| Participation rate | 80.2% | 65.3%+14.8pp | 81.9%-1.8pp | 72.2%+8.0pp |
| Annual return | 0.62% | 34.75%-34.1pp | 151.10%-150.5pp | 59.30%-58.7pp |
| Employer contribution / active EE | $2,229 | $1,735+28.4% | $5,011-55.5% | $2,234-0.2% |
| Participant deferral / active EE | $446 | $2,332-80.9% | $5,202-91.4% | $3,806-88.3% |
| Admin fee / account holder | $2 | $127-98.1% | $13,986-100.0% | $158-98.5% |