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 |
|---|---|---|
Service code 27 · EIN 47-2674388 2015 SPRING RD SUITE 230 · OAK BROOK, IL 60523 | Advisory (Plan) | $21,953 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,899 |
MERIT BENEFITS GROUP, INC.3 years Service code 13 · EIN 36-4013756 2001 MIDWEST ROAD, SUITE 306 · OAK BROOK, IL 60523 | Contract Administrator | $5,471 |
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 | $49,850 | $72,486-31.2% | $87,103-42.8% | $72,976-31.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.73% | 24.46%-2.7pp | 28.19%-6.5pp | 81.02%-59.3pp |
| Employer contribution / active EE | $1,554 | $1,894-17.9% | $2,521-38.4% | $2,440-36.3% |
| Participant deferral / active EE | $3,268 | $3,270-0.1% | $4,049-19.3% | $3,608-9.4% |
| Admin fee / account holder | $202 | $5,055-96.0% | $7,491-97.3% | $5,124-96.1% |