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 |
|---|---|---|
NATIONWIDE6+ years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Direct payment fr... | $16,956 |
LJI WEALTH MANAGEMENT, LLC2 years Service code 26 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Participants) | $12,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,223 | $54,573-26.3% | $90,970-55.8% | $73,493-45.3% |
| Participation rate | 57.3% | 61.2%-3.8pp | 69.0%-11.7pp | 70.7%-13.3pp |
| Annual return | 8.79% | 16.69%-7.9pp | 134.58%-125.8pp | 28.51%-19.7pp |
| Employer contribution / active EE | $307 | $991-69.0% | $2,122-85.5% | $2,270-86.5% |
| Participant deferral / active EE | $1,784 | $2,517-29.1% | $3,373-47.1% | $3,740-52.3% |
| Admin fee / account holder | $311 | $521-40.3% | $5,960-94.8% | $513-39.3% |